Global equity

Through a distinct philosophy and thorough process, we aim to find those opportunities around the globe that we believe are most likely to result in attractive returns for investors

Funds

You can access our global equity strategy through three funds.  

ES R&M Global Recovery Fund 
ES R&M Global High Alpha Fund
R&M Global Recovery Fund (EU UCITS)

A philosophy and process that integrates sustainability at its core

River and Mercantile's investment philosophy for its UK, global and European equity funds, known as Sustainable-PVT, integrates traditional bottom-up stock selection and proprietary quantitative screening with our own bespoke analysis of every potential investment's sustainability credentials.

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Fund name and share class

ISIN

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Key information

ISIN

IE00BNG2TH04

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ISIN

GB00BN6JYC19

Factsheet

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ISIN

GB00BZB1R490

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ISIN

GB00BG21HL25

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ISIN

GB00B9428D30

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R&M Global Recovery Fund (EU UCITS) S (Acc) EUR

ISIN

GB00B9428D30

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ES R&M Global Recovery Fund S (Acc)

ISIN

GB00B9428D30

Factsheet

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ES R&M Global High Alpha Fund B (Acc)

ISIN

GB00B9428D30

Factsheet

Key information

ES R&M Global Recovery Fund S (Inc)

ISIN

GB00B9428D30

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ES R&M Global Recovery Fund B (Inc)

ISIN

GB00B9428D30

Factsheet

Key information

Our global equity investment managers

Hugh Sergeant

Head of Value & Recovery Strategies, PVT Equities

Hugh Sergeant

Head of Value & Recovery Strategies, PVT Equities

Hugh graduated from the London School of Economics with a degree in Economics. He joined Gartmore in 1987 as a UK equities graduate trainee and moved to Phillips & Drew in 1990, managing UK equities throughout his twelve years there. In March 2000 Hugh was promoted to Head of UK Equities at UBS Global Asset Management and Chairman of the UK Equities Committee.  He joined Société Générale Asset Management in 2002 as Head of UK Equities. Hugh was one of the founding members of R&M Asset Management in 2006. Hugh is Head of Value and Recovery strategies within the PVT Equities team and manages the UK Equity High Alpha, UK Recovery, Global Recovery and Global High Alpha strategies.

William Lough

Portfolio Manager, PVT Equities

photo of R&M's William Lough

William Lough

Portfolio Manager, PVT Equities

Will graduated from the University of Oxford with a First-Class Honours Degree in Modern History, before joining R&M as an equity analyst in 2009. In 2013 he was promoted to Director of Research and in 2014 became alternate Portfolio Manager on Hugh Sergeant’s Recovery and High Alpha strategies.   Will is currently the lead Portfolio Manager on the UK Dynamic Equity and International High Alpha Strategies and co-manager on the Global High Alpha Strategy. Will is also the alternate on the UK Recovery Strategy.

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R&M Emerging Markets ILC Equity Fund – February 2022

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R&M's Head of Emerging Markets, Al Bryant, provides an update on the fund.

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