Presented by
Graham Campbell and Bettina Edmondston
How we’re applying the three Rs to navigate the current cycle
About this talk
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
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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.
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