The fund offers investors the opportunity to access attractive opportunities within value, recovery and smaller companies’ stocks.

Why UK Alpha?

Investors will gain broad exposure to what we believe to be some of the most attractive investment ideas in the UK, diversified well across the different Potential, Valuation and Timing (PVT) categories. The fund benefits from being managed by a highly experienced and well-regarded manager, who operates within the proven PVT framework.

Investment philosophy and 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

£75.1m at 31 August 2022

Benchmark

MSCI UK Investable Markets Index

Manager

Hugh Sergeant

Latest updates

Fund facts

AUM

£75.1m at 31 August 2022

Benchmark

MSCI UK Investable Markets Index

Manager

Hugh Sergeant

Investment literature

About the fund manager

Hugh_Sergeant

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 RAMAM, joining in August 2006. Hugh is Head of Value and Recovery PVT Equities at RAMAM and manages the UK Alpha, UK Recovery, Global Recovery and Global Alpha strategies.

Hugh_Sergeant

Speak to our team

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).

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.

Latest perspectives

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Video 23 September, 2022

Portfolio Manager William Lough discusses how the current opportunity is shaping his portfolio. September 2022.

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The opportunity in Europe

The opportunity in Europe

Video 22 September, 2022

Portfolio Manager James Sym discusses how the current opportunity is shaping his portfolios. September 2022.

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Why be an ESG contrarian?

Why be an ESG contrarian?

Video 21 September, 2022

James Sym discusses why he doesn't follow the herd. September 2022.

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Can Europe get any cheaper?

Can Europe get any cheaper?

Video 20 September, 2022

Portfolio Manager James Sym discusses his views. September 2022.

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