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.

Strategy facts

Inception date

August 12 2016

Benchmark

MSCI All Country World Index

Portfolio manager

Hugh Sergeant

Latest updates

Strategy facts

Inception date

August 12 2016

Benchmark

MSCI All Country World Index

Portfolio manager

Hugh Sergeant

Latest updates

About the portfolio manager

Hugh_Sergeant

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.

Hugh_Sergeant

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.

Latest perspectives

Re-Evaluating Glidepaths During Volatile Markets

Re-Evaluating Glidepaths During Volatile Markets

Article July 29, 2022

Article July 29, 2022 Re-Evaluating Glidepaths During Volatile Markets Written by Ryan McGlothlin Share Sponsors…

3 min read

Pooled Employer Plans: Investment Lineups & Offerings

Pooled Employer Plans: Investment Lineups ...

Article July 29, 2022

Article July 29, 2022 Pooled Employer Plans: Investment Lineups & Offerings Written by Tom Cassara…

5 min read

US pension briefing – June 2022

US pension briefing – June ...

Article July 7, 2022

Article July 7, 2022 US pension briefing – June 2022 Written by River and Mercantile…

3 min read

Pooled employer plan design: Flexibility vs Mandates

Pooled employer plan design: Flexibility ...

Article June 27, 2022

Article June 27, 2022 Pooled employer plan design: Flexibility vs Mandates Written by Tom Cassara…

3 min read

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