Posts by scott
R&M Global Sustainable Opportunities – finding opportunities in today’s markets
Portfolio Manager William Lough discusses how the current opportunity is shaping his portfolio. September 2022.
Read MoreThe opportunity in Europe
Portfolio Manager James Sym discusses how the current opportunity is shaping his portfolios. September 2022.
Read MoreWhy be an ESG contrarian?
James Sym discusses why he doesn’t follow the herd. September 2022.
Read MoreCan Europe get any cheaper?
Portfolio Manager James Sym discusses his views. September 2022.
Read MoreEurope’s energy crisis
Portfolio Manager James Sym discusses his views. September 2022.
Read MoreR&M Emerging Markets ILC Equity Fund – February 2022
R&M’s Head of Emerging Markets, Al Bryant, provides an update on the fund.
Read MoreRiver and Mercantile UK Micro Cap Investment Company – January 2022
Portfolio Manager George Ensor discusses the investment company’s current positioning and answers investor questions.
Read MoreES River and Mercantile Global Recovery Fund – January 2022
Hugh Sergeant, Head of Value and Recovery strategies, gives his latest thoughts on the fund and answers investor questions.
Read MoreES River and Mercantile UK Recovery Fund – January 2022
Hugh Sergeant, portfolio manager, discusses the fund and answers questions from investors.
Read MoreES River and Mercantile UK Dynamic Equity Fund – January 2022
Manager William Lough gives an update on the fund and answers some investor questions.
Read More