The fund invests in companies around the world which we believe are well positioned to provide long-term growth and attractive returns

Why Global Alpha?

This fund enables investors to access a portfolio that is broadly diversified across sector, capitalisation tier and region. The managers select stocks which they believe will outperform from the growth, quality, recovery and asset-backed investment categories.

Investment process

The portfolio manager invests according to River and Mercantile's long established PVT philosophy, where stocks are evaluated by a combination of their potential to create value, their valuation and the timing of buying into a position.

Sophisticated quantitative analysis and intelligent screening finds only the best opportunities for the manager and investment team to debate and validate by applying rigorous fundamental research.

Fund facts

AUM

£153.0m at 31 December 2022

Benchmark

MSCI ACWI

Fund managers

Hugh Sergeant

William Lough

Fund literature

Fund facts

AUM

£153.0m at 31 December 2022

Benchmark

MSCI ACWI

Fund manager

Hugh Sergeant

William Lough

Fund literature

About the fund managers

Hugh_Sergeant

Hugh Sergeant
Head of Value and 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 12 years there.  He became Head of Smaller Companies in 1997, establishing a new team and launching the UBS Smaller Companies Fund. 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, manager of the Growth strategy and co-manager of the Special Opportunities Fund.  

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 Alpha and Recovery strategies.

Hugh_Sergeant
photo of R&M's William Lough

William Lough
Portfolio Manager, PVT Equities

William graduated from the University of Oxford with a First-Class Honours Degree in Modern History, before joining R&M Asset Management 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.

In addition to co-managing the Global Alpha strategy, William is lead Portfolio Manager on the Global Sustainable Opportunities strategy and also co-manager of the UK Dynamic Equity strategy.

photo of R&M's William Lough

Speak to our team

Arabella Townshend

Head of Institutional Distribution

photo of Arabella Townhend

Arabella Townshend

Head of Institutional Distribution

Arabella is a managing director, and Head of Institutional Distribution, working with her team to provide investment solutions to pension schemes, their consultants and trustees. Arabella joined River and Mercantile in 2010 from Edinburgh University where she gained a degree in Geography.

Simon Smith

Head of Wholesale Distribution

Simon Smith

Head of Wholesale Distribution

Simon Smith is Managing Director, and Head of UK Wholesale Distribution, responsible for creating a market leading customer centric distribution business working with wealth managers across the UK for the benefit of investors. Simon has spent a 25 year career working for some of the industry's leading asset managers including M&G, Standard Life Investments and most recently nine years overseeing the growth of Merian UK Wholesale (Old Mutual Global Investors).

Latest perspectives

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Whilst you need to go back to 1989 for a worse period of small cap…

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Video 13 December, 2022

R&M's Head of Equities, James Sym, looks back over the year as 2023 approaches.

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Video 5 December, 2022

James Sym, Manager of the ES R&M European Fund, discusses the fund's performance, lessons learned…

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Cleansing capitalism’s karma (video)

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Video 24 November, 2022

William Lough and Laura Corbetta talk through the hypothesis, research methods and conclusions behind our…

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