Name: Why UK Opportunities - why now?
Start: 2023-06-01T09:30:00Z
End: 2023-06-01T09:30:18.000Z
Location: BrightTALK
Rating: 0

River and Mercantile, now incorporating SVM Asset Management and Saracen Fund Managers. 
Watch our series of 'Investment Team Insights', looking at what's driving markets, key trends as well as fund performance.

How can a global equity income fund balance dividend strength, capital growth and protection in this uncertain environment? Perhaps not in the way you might think. 

Graham Campbell and Bettina Edmondston, managers of the Saracen Global Income and Growth fund, believe this cycle is unusual and are counting on three Rs of Recovery, Replacement and tRansformation to navigate it.

Join Graham and Bettina online on Thursday 28th September at 10.30am where they will cover:

- The end of an era: Nearly 20 years of value underperformance
- On sale: One of the lowest starting valuation levels for the fund since launch
- Stand out positioning: two thirds of the fund supported by the three R’s of Recovery, Replacement and tRansformation

Duration 20 mins

How we’re applying the three Rs to navigate the current cycle

As part of our new Investment Team Insight series, Graham Campbell and Bettina Edmondston, managers of the Saracen Global Income and Growth Fund, will share:

- How the portfolio has held up this year?
- How the positioning differentiates from the peer group?
- What they think about so-called ‘defensives’?

Join Graham and Bettina online on Thursday 13th July at 10.30am

Duration 20 mins

Why a cyclical portfolio into a ‘downturn’?

As part of our new Investment Team Insight series, George Ensor, manager of the R&M UK Listed Smaller Companies Fund will share:

- Why the fund could be more suitable for clients looking to invest in the sector.
- What’s contributing to the performance of his fund.
- Where he’s currently allocating to.

In addition George will also look at:

- How he views the UK investing opportunity now compared to the past decade.

Join George Ensor online on Wednesday 10th May at 10.30am

Duration 20 mins

Why UK Small Companies could be right for your clients

As part of our new Investment Team Insight series, James Sym, Head of Equites and manager of the R&M European Fund will share:

- His outlook for Europe, looking at the drivers for growth.
- What’s driving the impressive performance of his funds.
- Where he’s currently allocating to.

In addition James will also look at:

- The reason he believes European equities can go from 10% of the global benchmark to 20-30% of the global benchmark in the medium term.

Join James Sym online on Thursday 20th April at 10.00am

Duration 20 mins

European equities update - what’s driving performance

R&M's Head of Emerging Markets, Al Bryant, answers some investor questions and provides an update.

R&M Emerging Markets ILC Equity Fund - February 2022

Portfolio Manager Dan Hanbury discusses the fund and answers some investor questions.

ES River and Mercantile UK Equity Income Fund - January 2022

Dan Hanbury, fund manager and Head of Income and Small Cap strategies at R&M, provides an update on the fund.

ES River and Mercantile UK Smaller Companies Fund - January 2022

Manager William Lough gives an update on the fund and answers some questions from investors.

ES River and Mercantile UK Dynamic Equity Fund - January 2022

Hugh Sergeant, Head of Value and Recovery strategies at R&M, gives an update on the fund and answers some questions from investors.

ES River and Mercantile UK Recovery Fund - January 2022

Manager George Ensor provides an update to the portfolio and answers some investor questions.

River and Mercantile UK Micro Cap Investment Company - January 2022

Fund manager, and head of Value & Recovery at R&M, Hugh Sergeant, gives an update on the fund and answers some questions from investors.

ES River and Mercantile Global Recovery Fund - January 2022

Hugh Sergeant, Head of Value and Recovery strategies at R&M, provides an update on the ES R&M Global Recovery Fund and discusses the current value opportunity around the world.

River and Mercantile update - Global Recovery

William Lough, Manager of the ES R&M UK Dynamic Equity Fund, will explain how this fund’s unconstrained approach enables investors to have targeted exposure to what we believe to be the strongest opportunities in the UK market.

River and Mercantile update - UK Dynamic Equity

R&M update - Dynamic Asset Allocation Fund

Dynamic Asset Allocation Fund - R&M Update

James Sym, portfolio manager of the ES R&M European Fund, explains the fund, his philosophy and the current opportunity in European equities.

River and Mercantile update - European equities

George Ensor will provide an update on the R&M UK Micro Cap Investment Company, and will explain how the company offers investors a rare opportunity to invest, via a closed-ended vehicle in the micro cap part of the market, into companies with a market capitalisation of less than £100 million.

River and Mercantile update - R&M UK Micro Cap Investment Company

Dan Hanbury provides an update on the ES R&M UK Equity Income Fund, and will explain how the fund offers investors access to a diversified multi-cap, multi-factor portfolio of attractive stocks and aims to generate a healthy dividend yield.

River and Mercantile update - UK Income

As part of our new Investment Team Insight series, Neil Veitch, manager of the SVM UK Opportunities Fund will share:

- Why he is a strong advocate of the UK.
- What makes his fund different to other UK equity funds.
- Where he’s currently allocating to.

Join Neil Veitch online on Thursday 1st June at 10.30am

Duration 20 mins

Why UK Opportunities - why now?

Asset Management

Asset Class

Asset Allocation

Investments

Investment Management

Investment Strategy

Fund Manager

Equities

uk equities

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Why UK Opportunities - why now?

Presented by

About this talk

More from this channel