R&M Global Equity Division

R&M Global Equity Division investment process employs an active bottom-up approach within a thematic backdrop. The stock selection process concentrates on finding companies from a global perspective that are benefitting from supportive trends and that are attractively priced. The thematic backdrop helps to stimulate investment debate and highlights trends and areas of opportunity.


The R&M Global Equity investment style is based on the belief that, in an increasingly inter-connected world, only by interpreting events, trends and competitive pressures worldwide can the prospects for shares be properly evaluated. R&M believes that a geographically constrained perspective to stock selection limits a fund manager’s ability to identify and invest in the best opportunities, and does not allow sufficient exposure to powerful long-term trends.


Whilst all stocks have to satisfy our valuation discipline, we have a pragmatic investment approach that enables the team to be flexible and adapt to ever-changing market conditions whilst not being wedded to any one particular style bias – undervalued companies do not always fall into clear ‘growth’ or ‘value’ categories. It is through this proven approach that they have been able to deliver clients’ performance expectations, regardless of the market conditions.

 

 “a structured,consistent and orderly process without rigidity in either concept or method.  Such a process will minimise the impact of human emotions at market peaks and troughs “

Graham & Dodd
Security Analysis

Global Equity Team

Alexei Kapkin Alex Stanic Tomas Tomasson Alex O'Reilly

Global Equity Funds

R&M Global Equity Fund
R&M Global Opportunities Fund
R&M Global High Income Fund

Services