SVM UK Growth fund's Margaret Lawson talks to Proactive London's Katie Pilbeam about the emerging park of the fund, which aims to identify ‘best in class’ companies that can grow faster than their peers and the wider market over the medium term.
Lawson talking through the fund, which is a nursery for new ideas on small and mid-cap companies with 60-80 stock portfolio of thoroughly researched stocks.
They pick bottom up, identify stocks before they become widely recognised, selecting them on consistent high returns on capital points to management that has proven to be effective at deploying capital and compounding superior returns.