Presented by
William Lough
Small cap & value in a concentrated, momentum-driven market
About this talk
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
River Global Investors
2697 subscribers84 talks
River Global Investors
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.