Why UK Smaller Companies in 3 charts
Why UK Smaller Companies ...
Whilst you need to go back to 1989 for a worse period of small cap…
3 min readPVT Equities: A review of 2022 and a look ahead
PVT Equities: A review ...
R&M's Head of Equities, James Sym, looks back over the year as 2023 approaches.
Learn moreWhy investors shouldn’t ignore Europe
Why investors shouldn’t ignore ...
James Sym, Manager of the ES R&M European Fund, discusses the fund's performance, lessons learned…
Learn moreCleansing capitalism’s karma (video)
Cleansing capitalism’s karma (video)
William Lough and Laura Corbetta talk through the hypothesis, research methods and conclusions behind our…
Learn moreThe impact of company engagement
The impact of company ...
Portfolio Manager William Lough discusses how engagement achieves results.
Learn moreIf not now, when?
If not now, when?
Portfolio manager William Lough asks himself the question: if investors aren’t deploying capital to valuation-focused…
6 min readIs now the time for recovery investing in the UK?
Is now the time ...
Hugh Sergeant introduces the ES R&M UK Recovery fund and his views on the UK…
Learn moreThe danger of neglecting ESG in challenging times
The danger of neglecting ...
Lucy Cheng considers the importance of maintaining focus on ESG factors in investment decision making,…
Learn moreCleansing capitalism’s karma
Cleansing capitalism’s karma
2010-20 saw consumers deleverage household balance sheets while governments engaged in austerity to try and…
8 min readWhy buy UK equities?
Why buy UK equities?
Matt Hudson, portfolio manager of the ES River and Mercantile UK Equity Income fund, discusses…
Learn moreWhy investors should not forget about ESG during a downturn
Why investors should not ...
ESG & Stewardship Analyst, Lucy Cheng, discusses why investors shouldn't forget about ESG during a…
4 min read