Global Sustainable Opportunities update: Small cap & value in a concentrated, momentum-driven market

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William Lough and Alex Stout of the Global Sustainable Opportunities Strategy 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, they also discuss:

- The investment case for two new portfolio additions, Arcosa and Intercontinental Exchange

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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.