The case for Global Income and Growth

Why Saracen Global Income and Growth?

Investors can get exposure to a global income fund which is highly differentiated from its peer group and very attractively valued. The fund is positioned to take advantage of three tail winds the managers have coined R³

Recovery from the economic slowdown and effects of rising interest rates
Replacement of productive assets, many of which are at historically low rates of replacement and
tRansformation, which will boost the recovery and replacement. This is being funded by trillions of dollars, that will help businesses shorten their supply chains, improve productivity, automate to offset labour shortage, use less energy and reduce harmful emissions

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As part of our plan to bring together the active equity asset management subsidiaries of AssetCo under the River Global brand, River Global is now the Investment Manager for the WS Saracen Global Income and Growth Fund.

WS Saracen Global Income and Growth Fund

The focus of the fund is to invest in leading global businesses offering lower risk and modest share valuations. We conduct proprietary research focusing on businesses’ long-term earnings potential, including ‘worst-case’ scenario modelling. The outcome is a differentiated, conviction portfolio with a high active share.

Visit Fund

The fund also recently featured in Citywire, Portfolio Adviser and Trustnet.

Click on the links below to read more:

Citywire: The funds beating the market without the magnificent seven

Portfolio Adviser: Saracen ploughs into cyclicals

Trustnet: Cyclicals aren’t so cyclical anymore – they may be our most consistent outperformers

Portfolio Adviser: Five global equity funds boasting the highest yields and leading returns

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About the Fund Manager

Graham Campbell

Graham is Co-Manager of the WS Saracen Global Income and Growth Fund. Graham joined Saracen, now River Global Investors, in 2011, which was subsequently acquired by AssetCo in 2022.

Graham’s previous roles included directorships at both Edinburgh Partners, where he was one of the founding partners, and Edinburgh Fund Managers; as well as Head of Retail Funds at SWIP, and a spell with National Mutual & General Accident.

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About the Fund Manager

Bettina Edmondston

Bettina joined Saracen, now River Global Investors, in 2015 from Apo Asset in Germany where she co-managed the Global Healthcare Fund. Having started her career at Brewin Dolphin, she has worked both as sell side analyst (Kepler Capital Markets) and buy side portfolio manager (Alliance Trust, Aegon Asset Management). Bettina started her career in 2000 and has covered global stocks across most sectors.

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About the Fund Manager

Alasdair Birch

Alasdair joined Saracen, now River Global Investors, in September 2021, having previously worked as a Deputy Fund Manager and Investment Analyst at SVM Asset Management. Alasdair joined SVM in 2012 from BNP Paribas Investment Partners UK, where he was a junior portfolio manager within the European mid and small cap team.

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IMPORTANT NOTICE

For professional investors only.

This document has been prepared by River Global Investors LLP (“RGI”). RGI is authorised and regulated in the United Kingdom by the Financial Conduct Authority (Firm Reference No. 453087) and is registered in England (Company No. OC317647), with its registered office at 30 Coleman Street, London EC2R 5AL. The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a reliable guide to future results. Changes in exchange rates may have an adverse effect on the value, price or income of investments. This article does not constitute an investment recommendation and should not be used as the basis for any investment decision. Opinions, estimates and projections in this article constitute the current judgement of the author as of the date of this article. Please note that individual securities named in this article may be held by the Portfolio Manager or persons closely associated with them and/or other members of the Investment Team personally for their own accounts. The interests of clients are protected by operation of a conflicts of interest policy and associated systems and controls which prevent personal dealing in situations which would lead to any detriment to a client.