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
George graduated from Bristol University with an Upper Second Class degree in Chemistry in 2008 before joining Smith & Williamson Investment Management as a graduate trainee where he worked for five years as an analyst and Private Client Investment Manager.
George joined R&M in March 2014 and is currently Lead Manager of the R&M UK Micro Cap Investment Company and the ES R&M UK Equity Smaller Companies Fund. George is a CFA charter holder.