SVM UK Growth fund's Margaret Lawson talks to Proactive London's Katie Pilbeam about the 'rotation from growth to value', saying the 'culling of growth stocks has been indiscriminate'.
She explains how the firm has chosen to gently trim certain stocks as a consequence, detailing how global governments are in danger of 'policy error', with 'much slower growth as liquidity contracts around the world'.
Lawson says they are looking for companies that can essentially 'sustainably deploy capital well and looking into the future, with unique traits'.
To register for Margaret's webinar on Thursday 10th February 2022 at 3pm use this link: https://bit.ly/3aps8rd