R&M International High Alpha strategy

The strategy offers investors access to all developed (ex-US) and emerging market countries by distilling the vast universe of global companies down to only the most promising investments.

Why the R&M International High Alpha strategy?

The strategy offers investors the opportunity to invest in companies across all developed (ex-US) and emerging markets. The 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

May 12 2020

Benchmark

MSCI All Country World Index ex-US (USD)

Portfolio manager

William Lough

Latest updates

Strategy facts

Inception date

May 12 2020

Benchmark

MSCI All Country World Index ex-US (USD)

Strategy manager

William Lough

Strategy literature

About the portfolio manager

William_Lough

William Lough
Portfolio Manager, PVT Equities

Will graduated from the University of Oxford with a First-Class Honours Degree in Modern History, before joining R&M Asset Management an equity analyst in 2009. In 2013 he was promoted to Director of Research and in 2014 became alternate Portfolio Manager on Hugh Sergeant’s Recovery and High Alpha strategies.

Will is currently the lead Portfolio Manager on the R&M International High Alpha strategy.

William_Lough

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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