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.

Investment facts

AUM

£75.3m as at 31 January 2021

Manager

William Lough

Investment facts

AUM

£75.3m as at 31 January 2021

Manager

William Lough

Investment literature

About the fund manager

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 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 ES R&M UK Dynamic Equity Fund.

William_Lough

Speak to our team

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

How to avoid being a slave to fashion

How to avoid being a ...

Article 4 February, 2021

William Lough explains how the most important thing from an investment perspective is to avoid…

3 min read

Letting our portfolio companies do the hard work

Letting our portfolio companies do ...

Article 20 January, 2021

A thoughtful reflection on the benefits of finding advantaged business franchises with excellent capital allocators…

4 min read

Brexit update: impact of the UK-EU trade deal on the ES R&M UK Dynamic Equity Fund

Brexit update: impact of the ...

Article 7 January, 2021

So here we are (finally), four and a half years after the vote for Britain…

6 min read

Conservatism with a small ‘c’

Conservatism with a small ‘c’

Article 26 November, 2020

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

5 min read

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