Name: Why a cyclical portfolio into a ‘downturn’?
Start: 2023-07-13T09:30:00Z
End: 2023-07-13T09:30:15.000Z
Location: BrightTALK
Rating: 4

River Global Investors, offers a range of investment solutions to help improve outcomes for investors, their financial advisers, wealth managers and institutions.
We specialise in long only equities and offer a range of UK, European, Indian and Global strategies all focused on delivering long term investment returns for clients. 
We are active stewards and actively challenge those we invest in to ensure they continue to offer real value for clients and manage sustainability-related risks for all our futures.

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.

In our latest Investment Team Insight episode, William Lough, manager of the Global Sustainable Opportunities Strategy will address:

- Key drivers behind the strategy's performance, including strong stock selection in areas like US financials and Japanese industrials
- The team's engagement activities, such as encouraging share buybacks, and the positive response from our holdings
- Highlighting "picks and shovels" type businesses within the portfolio benefiting from investment in AI
- Observations on "desynchronized global cycles" creating contrarian stock-picking opportunities across different sectors

In addition, William will discuss:

- The investment case for two new portfolio additions, Arcosa and Intercontinental Exchange

Join William Lough online on Thursday 15th August at 10.30am
 
Duration 17 mins

Small cap & value in a concentrated, momentum-driven market

George Ensor, portfolio manager of the UK Listed Smaller Companies fund, offers his thoughts on the UK investment landscape.

Join George Ensor for his latest fund update on Thursday 27th June at 10.30am where he’ll discuss:

- His growth, quality, recovery investment style.
- Identifying companies at different stages of their life cycle.
- Current portfolio allocation and how this has shifted.
- Potential catalysts for small-cap outperformance.
- Liquidity dynamics and approach to managing portfolio size.

In addition, George will cover recent portfolio changes and new investment cases.

Duration 20 mins

UK Smaller Companies – start of a new cycle!

Join Graham Campbell, Bettina Edmondston and Alasdair Birch on Thursday 18th April at 10.30am where they will cover:

- How things are playing out since their last update.
- Why they have confidence the capex cycle will pick up.
- What this capex cycle might look like.
- European companies versus their U.S. counterparts.
- Potential opportunities and interest in AI and tech.
- Their biggest surprise since last summer.

In addition, they will also discuss any causes for concern.

Duration 30 mins

Capex investing, but not as you know it

Neil Veitch, portfolio manager of the UK Opportunities fund, outlines his case for the UK.

Join Neil Veitch for his latest fund update on Thursday 14th March at 10.30am where he’ll address:

- The current political landscape.
- Concerns around the UK recession.
- What will be required for the stock market to outperform.
- Sectors where he sees the greatest opportunity.
- As well as those which have the potential for M&A activity.

In addition, Neil will explain why he believes things are different this time.

Duration 25 mins

The case for the UK

James Sym, manager of the European Equities Fund, asks if it’s time to be contrarian when looking at some of the key themes across Europe in 2024.

Join James Sym for his latest fund update on Thursday 8th February at 10.30am where he’ll discuss:

- His key investment themes
- Where he’s looking to invest
- Inflation normalisation
- Drivers of earnings
- Why small and mid-caps have struggled to date…
- And why he feels this is about to end.

Duration 23 mins

Is now a good time to be contrarian?

In our latest Investment Team Insight episode, William Lough, manager of the R&M Global Sustainable Opportunities Fund will address:

- The factors contributing to the funds top quartile performance
- Particular pockets of opportunity he is most excited about
- Why Japan has been such an important area of focus
 
In addition William will also discuss:

- Why he feels now is the time to be contrarian!

Join William Lough online on Thursday 30th November at 10.30am

Duration 20 mins

Far from the madding crowd - it's time to be contrarian

In our latest Investment Team Insight episode, Hugh Sergeant, manager of the R&M UK Recovery Fund will outline:

- His investment approach and the fund focus.
- What’s contributing to the performance of his fund.
- How he sees the opportunity set today.

In addition Hugh will also discuss:

- Why he is ‘maximum bullish’ on the UK.

Join Hugh Sergeant online on Thursday 26th October at 10.30am

Duration 20 mins

Why we’re banging the table on UK equities

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, 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?

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

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’?

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Why a cyclical portfolio into a ‘downturn’?

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River Global Investors