Intermede Investment Partners LTD
Intermede Investment Partners Ltd is a boutique global equity fund manager headquartered in London, UK. Founded in 2013 by Barry Dargan, the firm employs approximately 20 people and focuses on institutional clients. They specialize in managing a single global equity strategy, leveraging their proprietary investment process to deliver long-term results for pension funds, foundations, and other institutions.
Investment Strategy
Intermede employs a fundamental, bottom-up investment approach focused solely on global equities. The firm seeks to identify high quality, high return companies with good management and strong market positions in attractive industries, investing where there is evidence of long-term sustainable competitive advantage. Their philosophy emphasizes buying shares at the right price and maintaining a concentrated portfolio for long-term outperformance.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.12% | $230.9M | 1,019,689 | $57.44 | $226.49 | +$53.7M |
A AAPL | APPLE INC | 6.40% | $207.6M | 1,011,733 | $222.13 | $205.17 | -$28.8M |
G GOOG | ALPHABET INC | 5.29% | $171.4M | 966,221 | $88.67 | $177.39 | +$12.6M |
M META | META PLATFORMS INC | 5.15% | $167.1M | 226,431 | $494.30 | $738.09 | +$30.0M |
M MA | MASTERCARD INC | 4.88% | $158.4M | 281,922 | $209.71 | $561.94 | -$4.2M |