Intermede Investment Partners

Investment team

Intermede Investment Partners is a fundamental, bottom-up boutique fund management business specialising in global equities. The team, based in London, believes that companies with good management and strong market positions in attractive industries will outperform if their shares are bought at the right price.

The team has a single focus - global equities - as they believe this focus will deliver the best outcomes for clients.

Intermede aims to outperform global equity markets by investing in companies with good management and strong market positions in attractive industries. In particular, Intermede looks for companies with a demonstrated sustainable competitive advantage.

Latest investment report

Intermede is a Londonbased, specialist global equities manager. They aim to outperform global equity markets by investing in companies with good management and strong market positions in attractive industries. In particular, Intermede looks for companies with a demonstrated sustainable competitive advantage.

Click here for the latest report.

Latest Videos

Intermede Investment Partners on the source of company value

06 Nov 2019 - Intermede Investment Partners, Investment Analyst, James Kim talks about how company values have changed over the decades from being based tangible assets to intangible as the digital economy takes centre stage. Intermede Investment Partners Limited is the manager for the Intermede Global Equities Fund issued by Antares Capital Partners Ltd ABN 85 066 081 114 AFSL 234483.

Intermede Investment Partners talk equity market environment

05 Nov 2019 - Intermede Investment Partners, Investment Analyst, James Kim talks about the current state of markets in which global tensions have never been higher. Intermede Investment Partners Limited is the manager for the Intermede Global Equities Fund issued by Antares Capital Partners Ltd ABN 85 066 081 114 AFSL 234483.

Intermede Investment Partners talk disruption in global tech

31 July 2018 - Intermede Investment Partners Investment Analyst, James Kim talks about why tech firms are becoming so influential and how investors are responding to this rise in dominance.

Intermede talks tailwinds supporting valuation in financial stocks

25 Jun 2018 - Intermede Investment Partners Financial Analyst, Richard Thompson and NAB Asset Management Portfolio Specialist, Sinead Rafferty discuss the tailwinds supporting valuation in Indian financial conglomerate Housing Development Finance Corporation Limited and US retail financial giant Charles Schwab Corporation.

Looking for value in long-term growth prospects

20 Jun 2018 - Intermede Investment Partners CEO and Portfolio Manager Barry Dargan talks with NAB Asset Management Research Manager Stephen Barbarich about Intermede's approach and how it screens global equities for the best long-term growth prospects without overpaying.

Capturing opportunities in the IT sector

14 Jun 2018 - Intermede Investment Partners Technology Analyst James Kim talks to NAB Asset Management Portfolio Specialist Sinead Rafferty about the strength in Electronic Arts and Facebook. James discusses improvements Facebook is implementing following the Cambridge Analytica data breach and in the case of Electronic Arts how its unique position with sporting associations means it is able to capture more gamers and keep them playing as they get older.

Global best in class equities for long term gains

21 Apr 2017 - Intermede Investment Partners, CEO and Portfolio Manager Intermede Investment Partners, Barry Dargan and MLC, Global Equities Portfolio Manager, Myooran Mahalingam discuss the Intermede approach to stock selection, their track record and why Alibaba Group ticks the boxes for long-term multi-decade growth.

On the hunt for quality stocks in volatile markets with Intermede

09 May 2016 - Intermede CEO Barry Dargan and Investment Analyst James Kim discuss the search for value in subdued markets, the growth slowdown and how their portfolio is positioned.

Navigating the global equities universe

20 Aug 2015 - Intermede Investment Partners, CEO and Portfolio Manager, Barry Dargan sheds light on Intermede’s measured stock selection process while traversing the vast global equities universe and touches on how this can drive performance

Investment team

Intermede’s team of highly motivated and specialised global equity analysts have extensive investment experience and most members have worked together previously. The team of one portfolio manager and three investment analysts are supported by an investment associate.

	Barry Dargan Portfolio Manager
Barry is the lead portfolio manager and has 12 years of experience as a global equity portfolio manager and 30 years’ experience as an investment professional. Barry is a Chartered Accountant, has a BSc degree in economics from City University, London and has a certificate in Japanese language fluency from Keio University, Tokyo.

	Nicholas Midgley Investment Analyst
An investment analyst focussed on the capital goods sector, Nicholas has eight years of investment experience. Previously working at Artisan Partners in London, Nicholas was a global sector analyst. He also covered European capital goods as an analyst at Jeffries, London.

	Chris Smith Investment Analyst
Chris is an investment analyst with 15 years’ investment experience and covers consumer sectors. Working alongside Barry at Artisan Partners in London, he was a global sector analyst. Prior to this he worked for investment managers in the US covering drug retail and healthcare distribution, global consumer sectors and consumer finance companies.

	James Kim Investment Analyst
James is an investment analyst covering technology stocks and has 15 years of investment experience working in New York and Tokyo. Prior to Intermede, James worked for Fidelity Management Research in Japan.

	Charles Cooper Investment Associate
An investment associate, Charles completes the team’s research capability. Previously employed at Berenberg Bank in London he covered biotech/mid cap pharmaceutical companies.

How to invest

An investment in the Fund can be made directly through the Product Disclosure Statement available at www.nabam.com.au/intermede

CONTACT US
Website www.nabam.com.au/intermede	Client services 1300 738 355	Email info@nabam.com.au	Adviser services Contact your NAB Asset Management Investment Specialist

Find out more
For more information about Intermede Investment Partners or the Intermede Global Equities Fund please visit www.nabam.com.au or contact Client Services via phone on 1300 730 355 or via email to info@nabam.com.au

Important notice:

Antares Capital Partners Ltd ABN 85 066 081 114, AFSL 234483 (‘ACP’), is the Responsible Entity of the Intermede Global Equities Fund (‘the Fund’). This information is general in nature and does not take account of your individual objectives, financial situation or needs. Before making a decision to invest in the Fund you should read the current Product Disclosure Statement and Product Guide (‘PDS’) and, with the assistance of a financial adviser, consider if it is appropriate for your circumstances. A copy of the PDS is available at www.nabam.com.au/intermede or by phoning Client Services on 1300 738 355. An investment in the Fund does not represent a deposit with or a liability of National Australia Bank (NAB) and is subject to investment risk including possible delays in repayment and loss of income and capital invested. Neither ACP nor any other member of the NAB Group guarantees the repayment of your capital, payment of income or the performance of your investment. NAB does not provide a guarantee or assurance in respect of the obligations of ACP, the Fund or Intermede Investment Partners.