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Institutional Investors

Institutional Funds SVM manages a range of pooled and segregated products for a variety of institutional clients. Our approach to investment management is straight forward - back our judgement and generate returns. We manage original, high conviction portfolios often with a bias to under researched medium and smaller sized companies. We are genuine stockpickers who aim to achieve alpha through the quality of our research and our contrarian approach. We are prepared to challenge consensus both in our approach to company analysis and portfolio construction.

Hedge Funds We manage two long/short equity funds - Highlander Fund (Pan Europe) and Saltire Fund (UK Equity). Both are variable bias funds with a focus on alpha and risk control. The manager uses fundamental company analysis to reach investment decisions and a number of proprietary tools to control risk. Our investment team all undertake research and contribute ideas to the portfolios. The portfolio manager is Colin McLean who has over 15 years' experience in managing long/short funds.


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Corporate Brochure

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Colin McLean - Hedge Funds, The Herald 23rd March 2008

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Institutional Newsletter, Spring 2008

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Quick links
> About us
> Investment team
> Investment process


Contacts
Melville Bucher - Head of Institutional Clients - Direct Line: 0131 718 5613               Laura Hehir - Institutional Clients - Direct Line: 0131 718 5626

Stategy/Pooled FundFund CharacteristicsBenchmarkManagerFund Ratings
UK AlphaMin 40% FTSE 100; Max 15% "out of index" (AIM & Europe); 35-45 stocksFTSE All ShareHector Kilpatrick
UK OpportunitiesAll cap; including AIM; likely mid/small cap bias; 45-65 stocksFTSE All ShareNeil VeitchS&P: A; OBSR: A
Continental EuropeExcludes UK; unconstrained; 35-45 stocksFTSE World Europe Ex-UKHugh CuthbertS&P: AA; OBSR: A
Pan EuropeIncludes UK; all cap; including AIM; 35-50 stocksFTSE World EuropeHugh Cuthbert
All Europe SRIAll cap; positive engagement; limited negative screeningFTSE World EuropeHugh Cuthbert / Neil Veitch

Stategy/Pooled FundFund CharacteristicsBenchmarkManagerFund Ratings
Global OpportunitiesDiversified growth; multi asset; buys specialist fundsFTSE WorldDonald Robertson / Colin McLeanS&P: AA; OBSR: A
Balanced ManagedMax 85% equity; multi asset; buys specialist fundsIMA Balanced Managed SectorDonald Robertson / Colin McLeanS&P: AA
Cautious ManagedMax 60% equity; multi asset; buys specialist fundsIMA Cautious Managed SectorDonald Robertson / Colin McLeanS&P: AA

Asset ClassFund NameManagersStrategy
Pan European EquitySVM Highlander FundColin McLeanVariable Bias, Long / Short
UK Equity Mid & SmallSVM Saltire FundColin McLean / Margaret LawsonVariable Bias, Long / Short


SVM Asset Management Limited is registered in Scotland (Number 125817) with its registered office at 7 Castle Street, Edinburgh EH2 3AH United Kingdom and is authorised and regulated by the Financial Services Authority. The information contained in this website has been issued and approved by SVM Asset Management Limited. The information on this website is directed only to eligible investors. Please satisfy yourself that you are eligible to make such investments before accessing this information.

We draw your attention to the Important Legal and Regulatory Information page which you will be deemed to have read and understood if you proceed to access information on this website.


© 2008 SVM Asset Management.