Company: The Merchants Trust PLC (MRCH)
Date: 22 March 2022
Presenters: Simon Gergel (Portfolio Manager and Chief Investment Officer UK Equities)
Company Information: Allianz Global Investors is one of the world’s leading active investment managers. Understanding the needs of the clients, in order to act to their best advantage, is embedded in the business, using Allianz’s insightfulness to partner with clients and to drive performance.
Allianz Global Investors and its predecessors have been managing investment trusts since 1889, providing investors with access to investment opportunities around the world. Each trust is a company listed and traded on the London Stock Exchange that has its own independent board of directors whose duty it is to look after investor interests.
Established in 1889, The Merchants Trust PLC has, throughout its history, provided shareholders with an opportunity to benefit from investment in a diversified portfolio of leading companies with strong balance sheets and the potential to pay attractive dividends. Merchants aims to provide its investors with an efficient, competitive and cost-effective way to achieve an above average level of income and income growth together with long term capital growth through a policy of investing mainly in higher yielding large UK companies.
Simon joined AllianzGI in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.
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