Despite all the headwinds faced by the UK over the last 15 years, the UK economy is performing better than many commentators would have us believe:
As a result, our optimism for the UK remains undimmed in 2024.
The fund aims to identify investment opportunities in UK companies which display sound business models where the current market valuation offers an opportunity. The outcome is a differentiated, conviction portfolio with a high active share.
Visit FundNeil joined SVM in 2006 to manage the SVM UK Opportunities Fund. He is also lead manager of the SVM UK Growth Fund the SVM World Equity Fund, and co-manager of the SVM All Europe SRI Fund.
Prior to joining SVM, Neil was responsible for UK mid & small cap investments at Dutch merchant bank, Kempen Capital Management, where he also managed pan European mandates.
Craig graduated from the University of Edinburgh (MA in Politics) in 2005.
He worked as an investment analyst at Kempen, the Dutch merchant bank, before joining SVM in 2006. Alongside investment analysis, Craig was responsible for social and environmental screening for SVM’s SRI fund. He was appointed Deputy Fund Manager on the SVM UK Opportunities fund in 2014.
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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.
