SVM Asset Management (LSE:SVM)'s Hugh Cuthbert talks to Proactive about his latest investment view as the European Investment Manager.
With geopolitics taking centre stage, Cuthbert explains how the firm contacted every single company in the portfolio to address how the Russia/Ukraine conflict is impacting them all.
He says the impact is 'more than manageable' and even 'minimal' but there are other factors to consider including supply chain issues, gas prices rocketing in Europe and general uncertainty.