The fund invests primarily in small and mid cap equities from across emerging markets, taking into account where companies are in their industrial life cycle to find only the most attractive opportunities

Why emerging market equity?

This fund enables investors to access smaller and medium sized companies from across the emerging markets asset class. The fund is managed by an experienced manager and team, who have a proven process that looks at the industrial lifecycle (ILC) of companies to find stocks that are most likely to result in meaningful growth for your portfolio over time. 

While many view emerging markets as primarily full of growth opportunities, we believe there are different drivers for growth companies compared to value companies, and there are good investments available within each stage of the spectrum. Through our proprietary ILC process, we can identify opportunities using stage-specific criteria that have been proven to create shareholder value over time. 

Investment process

The manager aims to identify investment opportunities through our industrial life cycle (ILC) methodology, which uses stage-specific criteria that have proven to create shareholder value over time.  

The chosen stock ideas are managed within a portfolio that has a high active share, derived almost exclusively from stock-specific sources. We believe this philosophy allows us to achieve a steady source of excess returns that are inherently repeatable on behalf of investors.

Fund facts

AUM

$9.5m at 30 June 2020

Benchmark

MSCI Emerging Markets Mid-Cap Index

Fund manager

Al Bryant

About the fund manager

Al_Bryant

Al Bryant, CFA
Head of Emerging Markets, ILC Equities

Al Bryant, CFA is a portfolio manager and CIO/DOR in the Industrial Life Cycle (ILC) Equities team, specifically managing the Emerging Market (large cap) and Emerging Market Opportunities (small and mid cap) strategies. Al joined R&M in 2017. Prior to that, Al spent 12 years at Credit Suisse.  During that time he focused on developing and implementing global equity investment strategies based upon the ILC framework that he had been developing since 2004. Prior to joining Credit Suisse, Al spent four years as a portfolio manager for institutional and private clients at Segall Bryant & Hamill Investment Counsel, based in Chicago. Al holds an MBA in Finance from the University of Wisconsin-Madison, and a BA in Urban Studies and Economics from the College of Wooster. 

Al_Bryant

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

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