Independent Franchise Partners

Name

Independent Franchise Partners

Legal name

Independent Franchise Partners, LLP

Website

https://franchisepartners.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Institutional Equity Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Institutional asset management
• Equity investment management
• Franchise investing
• Segregated accounts
• Pooled fund vehicles

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment management fees: IFP generates revenue through investment management fees charged on the assets under management in their franchise strategies offered through segregated accounts and pooled fund vehicles.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Independent Franchise Partners is an institutional investment management partnership that manages equity portfolios under its proprietary Franchise investment strategy. The firm invests in 20–40 high-quality businesses with hard-to-replicate intangible assets and durable competitive advantages, purchased at compelling valuations, and delivers these strategies through segregated accounts and pooled fund vehicles to pension funds, endowments, and other institutional investors globally.

Product overview

Independent Franchise Partners offers a unified Franchise investment strategy delivered through three product varieties: Global Franchise (unconstrained global equity), Global Franchise II (tobacco-free global equity), and US Franchise (US-focused equity with at least 80% US allocation). These strategies are available to institutional clients through segregated accounts and pooled fund vehicles, including a US mutual fund for US-domiciled investors and Irish-domiciled funds for non-US investors. The firm also provides a secure Client Portal for investor access and document management.

Differentiator

Problem solved

Functional benefit

Brands

• Global Franchise: Unconstrained global equity portfolio - one of three product varieties offering access to the Franchise investment strategy
• Global Franchise II
• US Franchise

Products and services

• Global Franchise An unconstrained global equity portfolio implementing IFP's Franchise investment strategy, focused on 20–40 high-quality businesses with hard-to-replicate intangible assets and durable competitive advantages trading at compelling valuations. Designed for institutional investors seeking absolute long-term returns with low downside capture.
• Global Franchise II A tobacco-free global equity portfolio implementing the Franchise investment strategy for institutional clients requiring tobacco exclusion, while avoiding investments in the tobacco sector.
• US Franchise A US-focused equity portfolio with at least 80% of investments in US equities, designed for institutional clients taking a regional approach to equity allocation while applying the Franchise investment approach.
• Independent Franchise Partners US Equity Fund A US-domiciled pooled fund vehicle for US resident institutional investors, providing access to the Franchise investment strategy with a minimum investment of $3 million.
• Irish-Domiciled Funds Pooled fund vehicles domiciled in Ireland for non-US resident institutional investors, providing access to the Franchise investment strategy through a non-US regulatory framework.
• Segregated Account Mandates Customized segregated investment accounts for institutional clients requiring bespoke portfolio management under the Franchise investment approach, offered globally.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• GAIN (Girls are Investors)minorOthersGAIN develops and supports the next generation of women and non-binary investment professionals. IFP partners with GAIN to offer summer internships at the firm.
• 10,000 Black InternsminorOthersWorks to improve black representation in the investment management industry. IFP partners with 10,000 Black Interns to offer summer internships at the firm.
• Childhood TrustminorOthersLondon's child poverty charity dedicated to reducing the impact of poverty on children and young people. IFP team members volunteer their time to the charity's 'Decorate a Child's Life' programme.
• Woodland TrustminorOthersThe UK's largest woodland conservation charity. Through the Woodland Trust, IFP has planted enough trees to absorb more emissions than the firm has generated since its founding in 2009.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Lindsell Train: London-based boutique manager running highly concentrated, long-duration global equity strategies focused on brands and franchises with pricing power. Direct stylistic analog to IFP's Franchise approach, with comparable client base and holding horizons.
• AKO Capital: London-based long-only equity manager focused on high-quality compounders with concentrated, multi-year holdings. Closely comparable in philosophy, geography, and institutional client focus to IFP.
• Polaris Capital Management: Boston-based long-only equity firm applying a multi-decade quality compounders framework. Similar concentrated, long-duration philosophy to IFP, with comparable institutional client base.
• Tweedy, Browne: Long-standing value/quality manager running concentrated global and international equity mandates with a deep undervaluation discipline. Closely comparable to IFP in philosophy and client type, though more value-tilted.
• Harding Loevner: Global equity manager applying a quality-growth framework with international and emerging markets exposure. Overlaps with IFP's quality bias and institutional focus, with broader geographic coverage.

Broad incumbents

• Baillie Gifford: Large Edinburgh-based active equity manager with a long-term, quality-growth orientation and concentrated mandates (e.g., Long Term Global Growth). Overlaps with IFP on time horizon and quality bias, but operates across many strategies and a much broader product set.
• Dodge & Cox: San Francisco-based active manager with a value/quality orientation and concentrated, multi-year holding approach. Comparable in investment style and long-duration mandate structure, but a larger, multi-strategy firm.
• Artisan Partners (Global Equity team): Large multi-boutique active manager; its Global Equity team runs a concentrated, high-quality compounder strategy. Overlaps with IFP in product type and philosophy, but sits inside a much larger, multi-strategy platform.
• Capital Group: Large global active manager with long-tenured, multi-manager equity strategies. Comparable institutional client base and quality orientation, but operates at a vastly larger scale and across many strategies.
• MFS Investment Management: Global active equity manager with concentrated quality and blended mandates serving institutional clients. Adjacent in style and client segment, though operating at much larger scale and across multiple strategies.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/independent-franchise-partners-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Independent Franchise Partners