George Ensor & Mayan Uthayakumar, co-managers of the RGI UK Listed Smaller Companies Fund, will be in Bristol on Wednesday 22nd April, at Riverstation Cafe from 4pm till 5pm.
They will be discussing the UK Smaller Companies backdrop, the teams' distinct balanced and risk-adjusted investment process and why they think the past sectorial headwinds are shifting to tailwinds.
To register to attend, please click here
About the RGI River Global UK Listed Smaller Companies Fund
- Launched in 2006. Co-managed by George Ensor (lead), Mayan Uthayakumar & Anna Pugh
- The #1 performing fund in its sector since launch, Q1 over 5&10 years, Q2 over 1&3 years (net of fees at 31/01/26 )
- Company lifecycle approach diversifies the fund across three key investment styles (Growth, Quality, Recovery) - actively blended to give balanced and consistent performance through the cycle
- Repeatable investment process that leverages both proprietary quant and deep fundamental research
- Strong risk-adjusted performance with higher returns than the market with lower volatility (rolling 5 yrs to 31/01/26)
- ~£275m fund AUM and circa. £490m strategy AUM (inc River UK Micro Cap Trust)
Why now?
1. Looser fiscal policy - with the prospect of more rate cuts this year and even a normalisation of the Gilt yield premium, not only is this a supportive backdrop for domestic earnings (consumer spending and investment) but it is a big positive on sentiment towards UK Small Caps
2. Global broadening of markets, particularly away from US Mega Caps
3. Improving domestic economic outlook and high savings ratios favour more domestically orientated companies
4. After years of sector outflows, the fund fundamentals are attractive:
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- 3Y Rev Growth 15% pa
- 20% CFROI (3Y av)
- 7.3% FCF yield
Please note CPD certificates will be issued after the event.