Name: Why we’re banging the table on UK equities
Start: 2023-10-26T09:30:00Z
End: 2023-10-26T09:30:22.000Z
Location: BrightTALK
Rating: 4.8

River and Mercantile, now incorporating SVM Asset Management and Saracen Fund Managers. 
Watch our series of 'Investment Team Insights', looking at what's driving markets, key trends as well as fund performance.

In our latest Investment Team Insight episode, William Lough, manager of the R&M Global Sustainable Opportunities Fund will address:

- The factors contributing to the funds top quartile performance
- Particular pockets of opportunity he is most excited about
- Why Japan has been such an important area of focus
 
In addition William will also discuss:

- Why he feels now is the time to be contrarian!

Join William Lough online on Thursday 30th November at 10.30am

Duration 20 mins

Far from the madding crowd - it's time to be contrarian

How can a global equity income fund balance dividend strength, capital growth and protection in this uncertain environment? Perhaps not in the way you might think. 

Graham Campbell and Bettina Edmondston, managers of the Saracen Global Income and Growth fund, believe this cycle is unusual and are counting on three Rs of Recovery, Replacement and tRansformation to navigate it.

Join Graham and Bettina online on Thursday 28th September at 10.30am where they will cover:

- The end of an era: Nearly 20 years of value underperformance
- On sale: One of the lowest starting valuation levels for the fund since launch
- Stand out positioning: two thirds of the fund supported by the three R’s of Recovery, Replacement and tRansformation

Duration 20 mins

How we’re applying the three Rs to navigate the current cycle

As part of our new Investment Team Insight series, Graham Campbell and Bettina Edmondston, managers of the Saracen Global Income and Growth Fund, will share:

- How the portfolio has held up this year?
- How the positioning differentiates from the peer group?
- What they think about so-called ‘defensives’?

Join Graham and Bettina online on Thursday 13th July at 10.30am

Duration 20 mins

Why a cyclical portfolio into a ‘downturn’?

As part of our new Investment Team Insight series, Neil Veitch, manager of the SVM UK Opportunities Fund will share:

- Why he is a strong advocate of the UK.
- What makes his fund different to other UK equity funds.
- Where he’s currently allocating to.

Join Neil Veitch online on Thursday 1st June at 10.30am

Duration 20 mins

Why UK Opportunities - why now?

As part of our new Investment Team Insight series, George Ensor, manager of the R&M UK Listed Smaller Companies Fund will share:

- Why the fund could be more suitable for clients looking to invest in the sector.
- What’s contributing to the performance of his fund.
- Where he’s currently allocating to.

In addition George will also look at:

- How he views the UK investing opportunity now compared to the past decade.

Join George Ensor online on Wednesday 10th May at 10.30am

Duration 20 mins

Why UK Small Companies could be right for your clients

As part of our new Investment Team Insight series, James Sym, Head of Equites and manager of the R&M European Fund will share:

- His outlook for Europe, looking at the drivers for growth.
- What’s driving the impressive performance of his funds.
- Where he’s currently allocating to.

In addition James will also look at:

- The reason he believes European equities can go from 10% of the global benchmark to 20-30% of the global benchmark in the medium term.

Join James Sym online on Thursday 20th April at 10.00am

Duration 20 mins

European equities update - what’s driving performance

R&M's Head of Emerging Markets, Al Bryant, answers some investor questions and provides an update.

R&M Emerging Markets ILC Equity Fund - February 2022

Portfolio Manager Dan Hanbury discusses the fund and answers some investor questions.

ES River and Mercantile UK Equity Income Fund - January 2022

Dan Hanbury, fund manager and Head of Income and Small Cap strategies at R&M, provides an update on the fund.

ES River and Mercantile UK Smaller Companies Fund - January 2022

Manager William Lough gives an update on the fund and answers some questions from investors.

ES River and Mercantile UK Dynamic Equity Fund - January 2022

Hugh Sergeant, Head of Value and Recovery strategies at R&M, gives an update on the fund and answers some questions from investors.

ES River and Mercantile UK Recovery Fund - January 2022

Manager George Ensor provides an update to the portfolio and answers some investor questions.

River and Mercantile UK Micro Cap Investment Company - January 2022

Fund manager, and head of Value & Recovery at R&M, Hugh Sergeant, gives an update on the fund and answers some questions from investors.

ES River and Mercantile Global Recovery Fund - January 2022

Hugh Sergeant, Head of Value and Recovery strategies at R&M, provides an update on the ES R&M Global Recovery Fund and discusses the current value opportunity around the world.

River and Mercantile update - Global Recovery

William Lough, Manager of the ES R&M UK Dynamic Equity Fund, will explain how this fund’s unconstrained approach enables investors to have targeted exposure to what we believe to be the strongest opportunities in the UK market.

River and Mercantile update - UK Dynamic Equity

R&M update - Dynamic Asset Allocation Fund

Dynamic Asset Allocation Fund - R&M Update

James Sym, portfolio manager of the ES R&M European Fund, explains the fund, his philosophy and the current opportunity in European equities.

River and Mercantile update - European equities

In our latest Investment Team Insight episode, Hugh Sergeant, manager of the R&M UK Recovery Fund will outline:

- His investment approach and the fund focus.
- What’s contributing to the performance of his fund.
- How he sees the opportunity set today.

In addition Hugh will also discuss:

- Why he is ‘maximum bullish’ on the UK.

Join Hugh Sergeant online on Thursday 26th October at 10.30am

Duration 20 mins

Why we’re banging the table on UK equities

Equities

Asset Allocation

Asset Class

UK Companies

Investment Management

Investments

Investment Strategy

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Why we’re banging the table on UK equities

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