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 |
|---|
30 June 2008 | €3.681 | $3.092 | €23.0M |
For detailed
information visit historical performance data.
|
- 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.
- Month to date return 13.9% (30 June 08, €).
- Year to date return 17.6% (30 June 08, €).
- Annualised return 15.1% p.a. since inception (30 June 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.
|