River & Mercantile UK Equity Smaller Companies - Bronze

FUND RESEARCH UPDATE: New Fund Rating of Bronze

Ruli Viljoen 28 November, 2014 | 6:57AM
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Following the Morningstar OBSR Analyst Ratings Meeting on 13th November 2014, we have awarded the River & Mercantile UK Equity Smaller Companies fund a Morningstar OBSR Analyst Rating™ of Bronze. Philip Rodrigs joined River & Mercantile in March 2014 and assumed responsibility for this fund in September from Dan Hanbury, whom he worked with previously and who remains the fund’s alternate manager. Mr Rodrigs is well known to us from his tenure on the Investec UK Smaller Companies fund.  At River & Mercantile he benefits from the PVT multi-factor model available to him for stock screening and is well supported by the UK team. Although it is still early days, we have high regard for Mr Rodrigs’s ability to add value through the market cycle and to successfully combine the quantitative elements of his investment process with a fundamental overlay. We have therefore initiated coverage of the fund with a Bronze rating.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
ES R&M UK Equity Smaller Coms A Inc  

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK