UK Smaller Companies Fund - River and Mercantile

ES R&M UK Equity Smaller Companies Fund

The fund offers investors the opportunity to invest primarily in the smallest 10% of the UK stock market, which has historically proved to be an attractive section of the market

Why UK Smaller Companies?

Investors can get exposure to vast potential of opportunity in this under-researched sector, which our specialist team have the ability to extract through their proven process. The fund is well-diversified across investment factors and at present, we believe the UK market offers investors an attractive opportunity to buy into one of the best value stock markets in the developed world.

The fund offers access to a well-known, high-performing manager working within the proven Potential, Valuation and Timing (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.

About the fund manager

Dan Hanbury
Head of Income and Smaller Companies strategies, PVT Equities

Graduating from Loughborough University in 1996 with a First-Class Honours Degree in Mechanical Engineering, Dan began his career at Schroders on the UK Fund Management desk before joining the research department as an analyst in the UK Research Team. He joined Investec Asset Management in 2000 and was responsible for the UK Smaller Companies Fund and the UK Unconstrained portfolios.

Dan was a founding member of R&M Asset Management in 2006. He launched the UK Equity Smaller Companies and UK Dynamic Equity strategies and currently manages the UK Equity Smaller Companies, UK Equity Income and UK Core strategies.