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Hedge Fund Profile

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Alex Hoctor-Duncan

Alex Hoctor-Duncan

River & Mercantile Investments Ltd
Hedge Fund Manager
Ranked #195 out of 462 Hedge Fund Managers

Portfolio Gain

+41.18%
Since Jun 2013

Sharpe Ratio

1.04
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$344.79M
Alex Hoctor-Duncan manages more assets than 42% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.95%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
92.03% General
2.11% Technology
1.12% Healthcare
1.04% Financial
0.86% Consumer Goods
0.75% Utilities
0.55% Industrial Goods
0.53% Services
0.28% Basic Materials
A breakdown of River & Mercantile Investments Ltd's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Vanguard Short-Term Corporate Bond ETF
New
General
$76.57
($75.18-$77.96)
-2.46%
+100.00%
$157.69M
45.51%
Pioneer Natural
New
Utilities
$254.08
($219.70-$288.46)
-3.99%
+100.00%
$430.10K
0.12%
Everest Re
New
Financial
$285.66
($263.61-$307.71)
-8.88%
+100.00%
$409.21K
0.12%
A. O. Smith Corporation
New
Industrial Goods
$59.66
($51.91-$67.41)
-9.36%
+100.00%
$65.83K
0.02%
Adobe
Reduced
Technology
$405.75
($338.00-$473.49)
-24.17%
-36.39%
$624.50K
0.18%
DocuSign
Reduced
Technology
$84.81
($55.96-$113.67)
-8.28%
-36.38%
$55.89K
0.02%
Nutrien
New
Basic Materials
$97.93
($78.61-$117.25)
+6.21%
+100.00%
$102.64K
0.03%
Ventas
New
Financial
$55.61
($47.77-$63.46)
-21.43%
+100.00%
$343.96K
0.10%
Capital One Financial
Reduced
Financial
$121.64
($98.54-$144.73)
-11.79%
-36.41%
$130.44K
0.04%
Advanced Micro Devices
Reduced
Technology
$93.97
($76.51-$111.42)
-12.16%
-36.37%
$197.22K
0.06%
See a list of River & Mercantile Investments Ltd's holdings, as reported to the SEC on Jun 30, 2022. Click on any holding to see more details

Measured Performance

Compare River & Mercantile Investments Ltd's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Alex Hoctor-Duncan and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.