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Intermede Investment Partners Limited
Barry Dargan · Asset Manager · Growth
Intermede Investment Partners Limited is a London-based boutique global equity investment firm founded in 2013 by Barry Dargan. The firm specializes in managing a single, concentrated global equity strategy tailored for institutional clients, such as pension funds, foundations, and endowments. Headquartered in London, Intermede is known for its fundamental, bottom-up approach and its focus on high-quality companies with sustainable competitive advantages and strong market positions. The firm is majority-owned by its partners, ensuring alignment with clients, and maintains a strategic partnership with MLC Asset Management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.9% |
| YTD return | +9.1% |
| Sharpe ratio | 2.52 |
| Win rate | 46% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.intermede.co.uk |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 12.1% | +38.7% |
| GOOGL | Alphabet Inc Class A | 10.4% | +36.2% |
| NVDA | NVIDIA Corporation | 9.6% | +3.8% |
| AAPL | Apple Inc | 8.2% | +29.2% |
| AMZN | Amazon.com Inc | 5.6% | +12.1% |
| SCHW | Charles Schwab Corp | 4.8% | +12.3% |
| AVGO | Broadcom Inc | 4.6% | +2.2% |
| MSFT | Microsoft Corporation | 4.6% | +30.1% |
| MA | Mastercard Inc | 4.4% | +0.4% |
| UNH | UnitedHealth Group Incorporated | 3.7% | +2.6% |
| META | Meta Platforms Inc. | 3.6% | -3.6% |
| CME | CME Group Inc | 3.5% | -7.4% |
| COF | Capital One Financial Corporation | 3.4% | -4.3% |
| DXCM | DexCom Inc | 3.4% | +14.8% |
| BKR | Baker Hughes Co | 3.3% | +2.6% |
| LIN | Linde plc Ordinary Shares | 3.3% | -2.3% |
| ALLE | Allegion PLC | 3.1% | -3.5% |
| AMAT | Applied Materials Inc | 2.9% | -2.8% |
| UBER | Uber Technologies Inc | 2.9% | -5.8% |
| INTU | Intuit Inc | 2.8% | -14.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | HLN | 3.0% → 0.0% |
| Sep 14, 2026 | SELL | INTU | 3.1% → 2.8% |
| Sep 14, 2026 | BUY | AMAT | 0.0% → 2.9% |
| Sep 14, 2026 | BUY | COF | 3.5% → 3.4% |
| Sep 14, 2026 | BUY | LIN | 3.4% → 3.3% |
Investment Style Analysis
Intermede Investment Partners Limited is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Intermede Investment Partners Limited made a significant move by reducing the position in HLN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Intermede’s investment philosophy centers on the belief that companies with superior management and strong market positions in attractive industries will consistently outperform if purchased at a reasonable valuation. The firm employs a rigorous fundamental, bottom-up research process to identify a concentrated portfolio of approximately 40 high-quality companies that exhibit sustainable competitive advantages and the potential for double-digit earnings growth. By focusing on businesses with defensible moats and superior business models, Intermede aims to deliver exceptional long-term returns for its institutional client base.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Intermede Investment Partners Limited.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Intermede Investment Partners Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Intermede Investment Partners Limited's largest holding?
As of the latest filing, Intermede Investment Partners Limited's top position is Taiwan Semiconductor Manufacturing (TSM), representing 12.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Intermede Investment Partners Limited's historical performance and risk profile?
Our simulation indicates a total return of +15.9% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.52, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Intermede Investment Partners Limited primarily invest in?
Intermede Investment Partners Limited has a strong preference for the Semiconductors sector, which makes up 26.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Intermede Investment Partners Limited's portfolio concentrated or diversified?
Intermede Investment Partners Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Intermede Investment Partners Limited performed in 2026?
Our AI-simulated model portfolio for Intermede Investment Partners Limited tracks a Year-to-Date (YTD) return of +9.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Barry Dargan manage Intermede Investment Partners Limited directly?
Yes, Barry Dargan serves as the key portfolio manager for Intermede Investment Partners Limited, overseeing the investment strategy and final capital allocation decisions.