The fund offers investors access to an unconstrained, concentrated portfolio of some of the most attractive stocks in the UK market
Why UK Dynamic Equity?
This fund’s unconstrained approach enables investors to have targeted exposure to what we believe to be the strongest opportunities in the UK market.
At present, it represents an opportunity to buy into one of the best value stock markets in the developed world. The fund benefits from a manager who has an excellent performance history and works within the proven framework of the Potential, Valuation and Timing (PVT).
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.
Views from the manager
Watch the latest webinar with William Lough in which he discusses the fund, the market and his current thinking re positioning and outlook.
Please note that this webinar is hosted by BrightTALK, a free service which does require users to register with their name and a valid email address.
About the fund manager
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 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.
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.
Fund downloads
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).
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
Martin began his career in asset management sales in 1996 with Deutsche Bank. He has since held roles with AEGON Asset Management and Merian Global Investors (formerly Old Mutual), before joining R&M in August 2020. He is a highly experienced Sales professional with strong relationships across a range of client segments, covering the UK, Isle of Man and Ireland. Martin holds the Investment Management Certificate.
Latest perspectives
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4 min readJames Sym’s outlook: Will 2022 be the year the industry stops playing at ESG, and starts doing it properly?
James Sym’s outlook: Will 2022 ...
James Sym, Head of European Equities at River and Mercantile says that 2022 will be…
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