The fund invests in companies around the world which are in the recovery stage of their life cycle with a strong potential to create value

Why Global Recovery?

The fund offers investors broad exposure across regions, sectors, capitalisation tiers and stocks, to investments, that the manager believes have particularly strong potential to create value, generally following a period of depressed profits.  The fund benefits from the expertise of a highly regarded manager who works within an experienced and talented team of investment professionals.

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

£266m as at 30 September 2020

Benchmark

MSCI All Countries World Index

Fund manager

Hugh Sergeant

Fund facts

AUM

£266m as at 30 September 2020

Benchmark

MSCI All Countries World Index

Fund manager

Hugh Sergeant

About the fund manager

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 twelve 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 where he was 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 startegies within the PVT Equities team and manages the High Alpha and Recovery strategies. 

Hugh_Sergeant

Speak to us

Simon Smith

Head of Wholesale Distribution

Simon Smith

Head of Wholesale Distribution

Simon 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).

Tom De Lisle

Sales Director, London

Tom De Lisle

Sales Director, London

Tom is Sales Director for London within the Wholesale Distribution team. He looks after a wide range of clients including Discretionary Wealth Managers, Multi Managers, Family Offices, Private Banks and Global Financial Institutions. Tom joined R&M in February 2013. He started his career in financial services in 2004 at a London stockbroking firm advising high net worth individuals on US stocks and helped launch the alternative investments division. He then moved to Neptune Investment Management in 2007 as Sales Manager covering the London and Greater London area and also became Head of Family Office Business Development. Tom has a degree in Modern and Medieval French from the University of Oxford, he holds the IMC certificate and is a member of the CFA UK Society.

Marcus Honig

Sales Director, London & South East

Marcus Honig

Sales Director, London & South East

Marcus graduated from Glasgow University with an MA (Hons) degree in 2001. Throughout his career in financial services Marcus has worked for companies including Chase de Vere, Scottish Widows and Neptune Investment Management, before joining R&M in June 2017. Marcus holds the CII Level 4 Diploma in Regulated Financial Planning as well as the Certificate in Discretionary Investment Management. He is an experienced Sales and Distribution professional with strong client relationships across the UK.

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

Latest perspectives

Conservatism with a small ‘c’

Conservatism with a small ‘c’

Article November 26, 2020

William Lough highlights the importance of exercising conservatism within one’s investment process.

5 min read

Integrating ESG risks: Looking beyond the headline number

Integrating ESG risks: Looking beyond ...

Article November 17, 2020

COVID-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards.…

5 min read

ESG Momentum: a way to add value to your portfolio?

ESG Momentum: a way to ...

Article November 17, 2020

It is fair to say that Environmental, Social and Governance (“ESG”) has been the investment…

5 min read

Europe Masterclass: November 2020

Europe Masterclass: November 2020

Video November 15, 2020

James Sym, manager of the ES R&M European Fund joins the Asset TV Europe Masterclass,…

Learn more

Stay up to date with the latest news, views, reports and updates on the topics of your choice, delivered straight to your inbox.