Independent Franchise Partners US Equity Fund
IFPUX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 50 S. Lasalle Street Chicago IL United States of America 60603
- IPO Date
- Dec 22, 2011
- CIK
- 0001516523
- Similar Companies
- Business
- Independent Franchise Partners US Equity Fund (IFPUX) is a mutual fund that invests primarily in U.S. equities, focusing on high-quality growth companies with sustainable competitive advantages. The fund offers investors exposure to a concentrated portfolio of approximately 25-35 stocks selected through a fundamental, bottom-up research process emphasizing long-term capital appreciation; it employs a disciplined valuation framework to identify undervalued opportunities in large-cap and mid-cap U.S. companies across sectors such as technology, consumer discretionary, healthcare, and industrials. Managed by Independent Franchise Partners (IFP), a London-based investment firm founded in 2009 with U.S. operations, the fund targets institutional and high-net-worth investors seeking active management in the U.S. equity market. Geographically, IFPUX operates with a primary focus on U.S.-listed securities while managed from IFP's headquarters in London, England, and additional offices in New York. The fund's strategy emphasizes franchise-like businesses with durable moats, predictable cash flows, and capable management teams, avoiding speculative or cyclical names. In recent developments, Independent Franchise Partners announced strategic enhancements to its U.S. equity offerings in 2024, including expanded research capabilities through key hires in quantitative analysis; the firm also deepened partnerships with major platforms like Schwab and Fidelity for broader retail distribution of IFPUX. No major acquisitions or name changes have occurred in the last two years, though IFP continues to evolve its risk management framework amid market volatility.