R&M Global Sustainable Opportunities – finding opportunities in today’s markets
Portfolio Manager William Lough explains how the current opportunity set is influencing the fund in September 2022.
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“We want to have balance within the portfolio and we want to have ballast. The way we’re trying to access that is not by following the herd into pure low-volatility companies but by finding some de-rated, quality growth businesses.”
WILLIAM LOUGH, PORTFOLIO MANAGER
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R&M Global Sustainable Opportunities Fund
A global equity fund which combines valuation discipline and contrarian thinking with sustainability integration (SFDR Article 8).