About

Investment Managers Square Limited, is a value-oriented investment management, research and lending firm. As a registered investment advisory and lending firm, we manage separate accounts for individuals and institutions.

At Investment Managers Square Limited, we strive to help our clients solve their most complex investment challenges.

We offer a broad range of specialized solutions to clients around the globe. Backed by the deep resources of Morgan Stanley and focused on long-term performance, our independent investment teams span a wide array of strategies and styles. The value investing tradition that grew out of these works has guided many of world’s most successful investors. That tradition also informs the investment approach of Investment Managers Square Limited today.

Why Invest with Us?

HIGH-CONVICTION EQUITIES: A broad range of actively managed equity strategies with global reach and local expertise
ACTIVE FIXED INCOME & LIQUIDITY: Active fixed income and liquidity offerings that invest across the world's fixed income markets
ALTERNATIVE INVESTMENTS: Private equity, private credit, real assets, infrastructure, multi-asset and hedge fund solutions
CUSTOM SOLUTIONS: Individually customized strategies that give clients greater control over their investments and taxes

Why Borrow From Us?

Low Interest Rates: We boast of the most competitive interest rates which reduces borrowing cost and helps businesses maintain cash flow while repaying debt.
Quick Approval and Disbursement: Our quick approval process gives access to prompt funding when needed.
Flexible Repayment Terms: We offer longer repayment periods while incorporating individually tailored terms of repayment.

By applying the principles of value investing, we attempt to identify undervalued securities.

These securities are built into a concentrated portfolio, which reflects our best ideas. Each holding, therefore, has a meaningful impact on our investment performance.

Our job does not end with the purchase of a security. Ownership involves responsibility. We are active, not passive owners. Investment Managers Square Limited monitors each holding while promoting good corporate governance and shareholder-friendly initiatives. This reflects our philosophy of being an investor in and owner of a business.

Value investing flies in the face of modern portfolio management theory. It is designed to minimize risk AND maximize return potential. In this way, we work to advance our investors through the preservation and substantial appreciation of client capital over the long-term. The current principals of Investment Managers Square Limited and our families have a significant portion of our net worth invested alongside our clients.

Albert Warren

Director

Albert Warren is the Director of Investment Managers Square Limited, which was established in November 2013. He has held the Chartered Financial Analyst designation since 1999. Albert earned an MBA from Carnegie Mellon University's Tepper School of Business with concentrations in finance, accounting, and economics in 2002. He graduated from the University of Notre Dame with a degree in finance and a minor in theology in 1995. Albert is a member of the CFA Institute (formerly the Association for Investment Management and Research – AIMR) and the National Association of Corporate Directors (NACD).

Correspondence Address
3rd Floor, 62 Threadneedle Street, London, United Kingdom, EC2R 8HP

About

At Investment Managers Square Limited, we strive to help our clients solve their most complex investment challenges.

By applying the principles of value investing, we attempt to identify undervalued securities.

Albert Warren

We are personally invested, right beside you.

Registered Office Address