Investment Managers Series Trust II has announced a significant leadership change within its investment team. Effective October 30, 2026, Bert Ji has been appointed as the new portfolio manager for The Ambassador Fund, taking over from Niall MacGillivray. This transition is crucial as it marks a shift in the management of the fund, which could influence its performance and investor sentiment.

Investment Managers Series Trust II is an investment management entity based in Milwaukee, Wisconsin. The company is known for its various investment products, including The Ambassador Fund, which features Institutional Class Shares (Ticker Symbol: EMPIX) and Class S Shares (Ticker Symbol: EMPSX). The recent filing was made on November 5, 2026, and is part of a series of filings that reflect ongoing updates and changes within the organization.

The filing states, "Effective October 30, 2026, Bert Ji began serving as the portfolio manager of the Fund and assumed primary responsibility for the day-to-day management of the Fund’s portfolio, assisted by other members of the investment team of Embassy Asset Management LP. Effective October 30, 2026, Niall MacGillivray no longer serves as portfolio manager of the Fund." This change is expected to bring a fresh perspective to the fund's management.

The impact of this change may resonate with current and potential investors, as leadership transitions can affect fund strategy and performance. Investors will be keen to see how Bert Ji's management style and investment strategy will influence the fund's performance moving forward. Additionally, this change may prompt competitors in the investment management industry to reassess their strategies and offerings in light of new leadership dynamics.

The filing does not specify what happens next regarding further changes or updates within the fund or the company. However, stakeholders will likely be watching closely for any additional filings or announcements that may provide further insights into the fund’s direction under its new management.