AIM Trimark Investments today announces portfolio management and investment strategies changes to AIM Global Theme Class and AIM Trimark Core Global Equity Class.
In addition, AIM Global Theme Class will be renamed AIM Global Growth Class.
Effective October 15, Matthew Dennis, Barrett Sides and Kirk Anderson will assume co-management responsibilities of AIM Global Growth Class and approximately 50% of AIM Trimark Core Global Equity Class.
The investment strategies of these funds are also changing. They will employ the Earnings, Quality and Valuation (EQV) investment approach which is used to manage AIM Canadian Balanced Fund, AIM Canadian Premier Fund/Class, AIM International Growth Class and AIM European Growth Fund/Class and has delivered strong long-term performance results for these funds.
The EQV approach emphasizes fundamental research, supported by quantitative analysis and portfolio and risk management techniques. It focuses primarily on identifying quality companies that have experienced, or exhibit the potential for, accelerating or above-average earnings growth, but whose prices do not fully reflect these attributes.
The new portfolio managers for AIM Global Growth Class were selected from within AIM’s International Growth Team and its U.S. Large/Multi-cap Team. Both teams are managers with A I M Advisors, Inc. and are comprised of investment professionals with rich portfolio management experience and a history of proven performance results.
With over 13 years of industry experience, Dennis is a vp and portfolio manager specializing in European investments. He is currently a portfolio manager on AIM European Growth Fund/Class.
Sides, a senior vp and senior portfolio manager, has over 18 years of industry experience specializing in Asian and Latin American investments. He currently serves as co-manager on AIM International Growth Class.
Specializing in U.S. investments, Anderson, a vp and portfolio manager, has over 13 years of industry experience and co-manages other U.S. mandates for A I M Advisors, Inc., including AIM Global Growth Fund.
“We believe investors will be well-served by the teams’ depth of investment experience and their strong international and U.S. expertise,” says Phil Taylor, senior managing director and head of INVESCO PLC’s North American retail business, including AIM Trimark.