Finding patterns in the prosaic

William Lough, Portfolio Manager at River and Mercantile, considers how the team’s proven and repeatable process enables them to recognise recurring patterns to unearth opportunities that the market often overlooks.

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How to avoid being a slave to fashion

William Lough explains how the most important thing from an investment perspective is to avoid being sucked into the temptation – driven by human emotion – of being a slave to fashion, which often entails selling low and buying high.

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Fishing in uncrowded pools to find hidden quality

It seems apt that as post-Brexit trade talks between the UK and EU supposedly hang in the balance over the niche but highly emotive topic of fishing rights, I should explain how we seek to fish for our quality investments in less crowded waters to generate long-term value for clients.

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