iM Securities Launches ‘iM-Tekton US Stock Wrap’ Sales

iM Securities announced on the 7th that it will offer the ‘iM-Tekton US Stock Wrap,’ which seeks continuous alpha returns through investment in US stocks and exchange-traded funds (ETFs).

The ‘iM-Tekton US Stock Wrap’ is a discretionary product managed based on advice from Tekton Investment Advisory, investing in leading US companies with global competitiveness.

Through proprietary global research, it views industries and companies from a global perspective. It invests in leading US companies with global competitiveness and technological advantages in growth industries such as artificial intelligence, semiconductors, software, platforms, big tech, and aerospace, as well as companies driving innovation within their industries. The portfolio is constructed by focusing on companies with solid business models and financial structures, utilizing large-cap blue-chip stocks ranked first or second in their sectors.

To avoid excessive concentration in a single stock when constructing the portfolio, a maximum limit of 30% per stock is applied, and clear stop-loss criteria are enforced for each stock, operating the portfolio according to principles and systems. In cases of unusual price declines or poor performance caused by changes in the management environment of leading companies resulting in loss of industry leadership, proactive portfolio management is pursued by actively reducing exposure considering market conditions to continuously generate alpha returns, while investing in companies with as robust business models as possible.

The use of a currency open strategy also allows for the potential of additional returns from exchange rate fluctuations.

An iM Securities representative stated, “As the US strengthens its leadership in the global economy and top-tier companies emerge, the US stock market is leading the global stock market trends. Diversified investment using a global portfolio centered on the US is an inevitable situation, and this product will be a useful investment tool for investors wishing to invest in US stocks.”

The ‘iM-Tekton US Stock Wrap’ requires a minimum subscription of 30 million KRW, with a contract period of one year. Contract renewal is possible upon maturity, and early termination is allowed; however, a termination fee applies if canceled within one year.

For more details about the product, inquiries can be made at iM Securities nationwide branches or the customer satisfaction center.