The SVM Highlander Fund is a Pan European equity, variable bias, long/short fund. The manager uses fundamental company analysis to reach investment decisions and a number of proprietary tools to control risk. Stock analysis is carried out by a team of investment professionals, including the manager, with an average investment experience of 18 years.
| Euro Class | Dollar Class | Total Assets |
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8 August 2008 | €3.293 | $2.755 | €22.3M |
For detailed
information visit historical performance data.
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- Fundamental stock analysis; focus on alpha long and short.
- Shorts focused on individual stocks and executed through the use of Contracts for Difference.
- SVM's experience in shorts extends through the last bear market during which the Highlander Fund produced double digit returns in each negative year.
- Internal research used to avoid crowded trades; investment team of seven with strong performance record in long only funds.
- Shorts focus on identifying likely trading problems, downgrades and forced refinancing.
- Year to date return +5% (8 August 2008, €).
- Annualised return +14.6% p.a. since inception (31 July 08, €).
- SVM Highlander Fund up +29.4% for 2007 (€).
Click here to listen to the web conference hosted by Colin McLean on 22 May. Click here to listen to the web conference hosted by Colin McLean on 12 Feb.
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