?>

Featuring Tuan Luu and Marc Whittaker

READ

IML’s Private Portfolio Managers Tuan Luu and Marc Whitaker discussed how they manage the fund to deliver consistent returns with lower volatility than the sharemarket and greater resilience when markets drop.

Tuan and Marc employ a dynamic, opportunistic approach to investing that leverages IML’s skills in stock selection and income generation mixed with corporate events (like demergers, takeovers and capital issues) as well as conservative options trading.

In the past four years since the fund was launched, it has delivered a total return of +6.0% pa, including a return of +7.6% in the year to July 2022.

Watch recording

IML’s Private Portfolio Fund has been announced as a finalist for Financial Newswire/SQM Research Fund Manager of the Year Awards in the Long-short equities and Emerging Fund categories.

Jason Guthrie & Bruce Du
Michael, Tuan, Lucas, Simon of IML with Money Management finalist badges
Louise Watson and Daniel Moore
Simon Conn and Jason Guthrie on IML podcast
Jason Guthrie and Daniel Moore on IML podcast
IML May Webinars Q1 2024
Australian bushland with gumtrees and shrubs

INVESTMENT INSIGHTS & PERFORMANCE UPDATES

Subscribe to receive IML’s regular performance updates, invitations to webinars as well as regular insights from IML’s investment team, featured in the Natixis Investment Managers Expert Collective newsletter.

IML marketing in Australia is distributed by Natixis Investment Managers, a related entity. Your subscriber details are being collected by Natixis Investment Managers Australia, on behalf of IML. Please refer to our Privacy Policy. Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830) is authorised to provide financial services to wholesale clients and to provide only general financial product advice to retail clients.