This strategy 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 strategy enables investors to access smaller and medium sized companies from across the emerging markets asset class. The strategy is managed by an experienced manager and team, who have a proven process that looks at the industrial life cycle (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.

Strategy facts

Inception date

AUM

$9.3m as at October 31 2020

Benchmark

MSCI Emerging Markets Mid-Cap Index

IA sector

Portfolio manager

Al Bryant

Latest updates

About the portfolio 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

Get in touch

Will Sly

Head of North America Sales

Will Sly

Head of North America Sales

Will is Head of North America Sales and is based in River and Mercantile’s Chicago office. In his role, Will is responsible for US consultant relationships and consulting with clients on their asset management and risk management needs. Prior to joining River and Mercantile, Will was a Principal at LaSalle Street Capital Management and spent 8 years at Credit Suisse where he was instrumental in the purchase of HOLT Value Associates, and served as the Co-Head of the HOLT US, a member of the Director promotion committee and as a Portfolio Manager investing in equities and utilizing derivative overlays. He started his career as a valuation specialist with a focus on shareholder value creation. Will holds an MBA and a BA from Illinois State University.

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