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

£41.0m as at 31 October 2022

Manager

William Lough

Mayan Uthayakumar

Latest updates

Investment facts

AUM

£41.0m as at 31 October 2022

Manager

William Lough

Mayan Uthayakumar

Investment literature

About the fund managers

photo of R&M's William Lough

William Lough
Portfolio Manager, PVT Equities

William 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.

In addition to co-managing the UK Dynamic Equity strategy, William is the lead Portfolio Manager on the Global Sustainable Opportunities strategy and also co-manager of the Global High Alpha strategy.

photo of R&M's William Lough
photo of Mayan Uthayakumar

Mayan Uthayakumar
Portfolio Manager, PVT Equities

Mayan graduated from the University of Oxford in 2007 with an Upper Second-Class degree in Politics, Philosophy and Economics. In 2009 he took a Masters in Finance, Money and Banking at the University of St Andrews where he graduated with Distinction.

Mayan joined Goldman Sachs in 2010 where he worked as an Associate in the Global Investment Research team working specifically on equity analysis in the small and mid-cap sectors. In 2014 he joined Sanford C. Bernstein where he researched European Utilities.

Mayan joined River and Mercantile in November 2015 as an Equity Analyst specialising in analysis on companies in the small and micro-cap sectors of the UK Market. During his time at River and Mercantile, he has been Director of Research, responsible for the bottom-up research and alpha generation process, and alternate portfolio manager on the UK Smaller Companies strategy.

photo of Mayan Uthayakumar

Stay up to date with the latest news, reports and updates on this fund delivered straight to your inbox.