Global High Alpha Strategy - River and Mercantile US

R&M Global High Alpha strategy

The strategy invests in companies around the world which we believe are well positioned to provide long-term growth and attractive returns

Why Global High Alpha?

This strategy enables investors to access a portfolio that is broadly diversified across sector, capitalization tier and region. The highly regarded and experienced portfolio manager selects stocks which he believes will outperform from the growth, quality, recovery and asset-backed investment categories.

Investment 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.

Hugh Sergeant
Head of Value and Recovery Strategies, PVT Equities

Hugh graduated from the London School of Economics with a degree in Economics. He joined Gartmore in 1987 as a UK equities graduate trainee and moved to Phillips & Drew in 1990, managing UK equities throughout his 12 years there. He became Head of Smaller Companies in 1997, establishing a new team and launching the UBS Smaller Companies Fund. In March 2000 Hugh was promoted to Head of UK Equities at UBS Global Asset Management and Chairman of the UK Equities Committee. He joined Société Générale Asset Management in 2002 as Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund.

Hugh was one of the founding members of R&M Asset Management in 2006. Hugh is Head of Value and Recovery strategies within the PVT Equities team and manages the High Alpha and Recovery strategies.