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.
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.
About the portfolio manager
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.
Get in touch
Head of North America Sales
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.
Pooled Employer Plans: Investment Lineups & Offerings
Pooled Employer Plans: Investment Lineups ...
Article July 29, 2022 Pooled Employer Plans: Investment Lineups & Offerings Written by Tom Cassara…5 min read
Pooled employer plan design: Flexibility vs Mandates
Pooled employer plan design: Flexibility ...
Article June 27, 2022 Pooled employer plan design: Flexibility vs Mandates Written by Tom Cassara…3 min read