Company: The Merchants Trust PLC (MRCH)
Dated: March 22, 2022
Time: 4.30 p.m.
Format: Online seminar
Presenters: Simon Gergel (Portfolio Manager and Head of UK Equity Investments)

Company information: Allianz Global Investors is one of the world’s leading active investment managers. Understanding customers’ needs, in order to act to their best advantage, is integral to the business, using Allianz’s insight to partner with customers and drive performance.
Allianz Global Investors and its predecessors have been managing investment funds since 1889, providing investors with access to investment opportunities around the world. Each trust is a listed and quoted company on the London Stock Exchange which has its own independent board of directors whose duty it is to look after the interests of investors.
Founded in 1889, The Merchants Trust PLC has, throughout its history, provided shareholders with the opportunity to benefit from investments 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 profitable means of achieving an above-average level of income and income growth as well as long-term capital growth through a policy of investing primarily in larger, higher yielding UK companies.

Speaker biography:
Simon joined AllianzGI in April 2006 from HSBC Halbis Partners where he managed over £900m of high income funds as well as UK institutional and life 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 and account manager roles. He graduated in 1987 from Cambridge University with an Honors degree in Mathematics and is an Associate of the UK Society of Investment Professionals.