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SVM Asset Management Webconference Channel

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  • Travels in Corporate Europe
    Travels in Corporate Europe
    Hugh Cuthbert, Fund Manager Recorded: Nov 24 2015 40 mins
    We believe that the best way to build a macro view is from the bottom up. The manager of SVM Continental Europe, Hugh Cuthbert, travels extensively in Europe, meeting with management of a wide range of different types of businesses in different countries. During his presentation he will give a number of examples of the opportunities he has unearthed.
  • UK Equities: Focusing on fundamentals and managerial character.
    UK Equities: Focusing on fundamentals and managerial character.
    Margaret Lawson Recorded: Nov 5 2015 44 mins
    With a number of countervailing economic forces at work, Margaret Lawson believes now more than ever investors will be rewarded for closely examining company fundamentals, focusing on revenue, earnings cash flow and guidance. During the presentation she will share her favoured stock-picks.
  • The Search for Global Value, SVM World Equity Fund
    The Search for Global Value, SVM World Equity Fund
    Neil Veitch, Fund Manager, SVM Asset Management Recorded: Oct 7 2015 42 mins
    Neil is a value orientated manager running a truly unconstrained global equity fund. His approach involves turning over a lot of rocks to find valuation anomalies and blending the resulting ideas into a portfolio designed to perform in various market conditions. In the presentation he will share his macro views and how he goes about finding the stock ideas that will differentiate his portfolio.
  • Global: The US Dilemma for Global Investors
    Global: The US Dilemma for Global Investors
    Hugo Huggett Recorded: Jan 29 2015 26 mins
    Fund managers, Neil Veitch and Jimmy Cooke discuss the impact central bank actions are having on the Global Economy. They share their views on the oil price and discuss the outlook for stock holdings, Hutchison Whampoa, AstraZeneca, Momenta, Grasim and Hitachi.
  • Economic Improvement Could Realise Huge Latent Earnings
    Economic Improvement Could Realise Huge Latent Earnings
    Hugo Huggett Recorded: Jan 29 2015 20 mins
    Fund manager Hugh Cuthbert gives examples of his favoured European stock-picks from global players such as Holcim to more domestic facing stocks, Italian businesses Cairo and Mediobanca where he focuses his attention on corporate structure and governance and the impact of ECB actions. Finally he explains his investment case for Portuguese telecoms company NOS.
  • SVM Continental Europe Fund
    SVM Continental Europe Fund
    Hugh Cuthbert Recorded: Nov 12 2014 30 mins
    With various metrics suggest that European equities are over-valued,
    Hugh Cuthbert, Manager of the SVM Continental Europe Fund, will explore the macro data and identify several specific, compelling opportunities in Europe.
  • SVM World Equity Fund
    SVM World Equity Fund
    Neil Veitch, SVM World Equity Fund Manager Recorded: Mar 27 2014 33 mins
    Fund Manager Neil Veitch will discuss his currents views on the Global markets and how this influences his stockpicking within the SVM World Equity Fund.
  • SVM World Equity Fund 3 year anniversary webconference
    SVM World Equity Fund 3 year anniversary webconference
    Neil Veitch, Fund Manager and Colin Thomson, Investment Sales Manager Recorded: Dec 4 2013 30 mins
    An update from Fund Manager Neil Veitch on his SVM World Equity Fund as it reaches its three year anniversary.
  • SVM World Equity Fund Webconference
    SVM World Equity Fund Webconference
    Mark Noble, Head of Retail Sales and Marketing Recorded: May 8 2013 37 mins
    SVM World Equity Fund Webconference

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