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River & Mercantile Investments Ltd - Alex Hoctor-Duncan

River & Mercantile Investments Ltd a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022
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Alex Hoctor-Duncan

Alex Hoctor-Duncan
River & Mercantile Investments Ltd

Hedge Fund Manager
Ranked #186 out of 487 Hedge Fund Managers

Portfolio Gain

+63.51%
Since Jan 2016

Sharpe Ratio

1.48
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$184.51M
Alex Hoctor-Duncan manages more assets than 6% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+8.89%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
95.82% General
A breakdown of River & Mercantile Investments Ltd's portfolio by sector

River & Mercantile Investments Ltd 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
Added
General
$74.61
($73.26-$75.95)
+7.09%
+23.73%
163.00M
84.53%
Vanguard FTSE Developed Markets ETF
Reduced
General
$39.91
($35.42-$44.39)
+25.20%
-76.09%
11.52M
6.01%
Vanguard Total World Stock ETF
Added
General
$84.34
($76.80-$91.89)
+33.32%
+1251.98%
10.00M
5.28%
Vanguard FTSE Emerging Markets ETF
Sold Out
General
$37.90
($34.88-$40.92)
+18.14%
-100.00%
0.00
0.00%
See a list of River & Mercantile Investments Ltd's holdings, as reported to the SEC on Dec 31, 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

River & Mercantile Investments Ltd activity FAQ

What is River & Mercantile Investments Ltd’s portfolio gain since Jun 2013?
River & Mercantile Investments Ltd’s portfolio gain since Jun 2013 was 63.51%.
    What is River & Mercantile Investments Ltd’s Sharpe Ratio?
    River & Mercantile Investments Ltd’s Sharpe Ratio is 1.48.
      What is River & Mercantile Investments Ltd’s portfolio value?
      River & Mercantile Investments Ltd’s portfolio value is $184.51M.
        What is River & Mercantile Investments Ltd’s average return since the fund’s last 13F filing?
        River & Mercantile Investments Ltd’s average return since the fund’s last 13F filing is 9.84%.
          What was River & Mercantile Investments Ltd’s average return in the last 12 months?
          River & Mercantile Investments Ltd’s average return in the last 12 months was 6.95%.
            What was River & Mercantile Investments Ltd’s average return in the last 3 years?
            River & Mercantile Investments Ltd’s average return in the last 3 years was 8.89%.
              When was the most recent most recent 13F form submitted by River & Mercantile Investments Ltd?
              River & Mercantile Investments Ltd's most recent 13F form was submitted on Dec 31, 2022.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Alex Hoctor-Duncan Net Worth?
                  Alex Hoctor-Duncan is Managing River & Mercantile Investments Ltd which has a net worth of $184.51M.
                    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.