The strategy invests in companies around the world which are in the recovery stage of their life cycle with a strong potential to create value

Why Global Recovery?

The strategy offers investors broad exposure across regions, sectors, capitalization tiers and stocks, to investments, that the manager believes have particularly strong potential to create value, generally following a period of depressed profits. The strategy benefits from the expertise of a highly regarded manager who works within an experienced and talented team of investment professionals.

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

March 4 2013

Benchmark

MSCI All Countries World Index

Portfolio manager

Hugh Sergeant

Latest updates

Strategy facts

Inception date

March 4 2013

Benchmark

MSCI All Countries 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 twelve 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 where he was 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 startegies 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.

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