The Value Key
The Value Key
SVM Asset Management
SVM Asset Management Limited is a fund management boutique based in Edinburgh, specialising in UK, European and Global unconstrained equities. To read more analysis and commentary by SVM Asset Management, visit our blog at http://www.thevaluekey.co.uk SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
An ESG view on the current oil and gas crisis
The following podcast is a segment taken from a webinar produced by SVM Asset Management. In it, Hugh Cuthbert shares his ESG view on the current oil and gas crisis. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Mar 24, 2022
4 min
Energy price set to cool economy
The following podcast is based on a video produced by SVM Asset Management. In it, Colin McLean shares his views on how the changing oil price might cool the economy. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Dec 14, 2021
3 min
Is the Governance in ‘ESG‘ being neglected?
The following podcast is based on a video produced by SVM Asset Management. In it, Colin McLean shares his views on whether the Governance in ‘ESG’ is being neglected. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Dec 14, 2021
3 min
What might be the net result of COP26?
The following podcast is based on a video produced by SVM Asset Management. In it, Hugh Cuthbert shares his views on what the net result of COP26 might be. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Nov 9, 2021
5 min
Assessment of Value: The Challenges and Opportunities
The following podcast is based on a video produced by SVM Asset Management. In it, Colin McLean discusses some of the challenges and opportunities after a second year of Assessment of Value. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
11 min
Can a regulator create competition?
The following podcast is based on a video produced by SVM Asset Management. In it, Colin McLean discusses whether a regulator can create competition. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
7 min
Is the ‘S‘ as important as the ‘E‘ and the ‘G‘?
The following podcast is based on a video produced by SVM Asset Management. In it, Hugh Cuthbert discusses whether the 'S' in ESG is as important as the 'E' and the 'G'. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
3 min
Is value investing ripe for a comeback?
The following podcast is based on an article from The Value Key produced by SVM Asset Management. In it, Colin McLean discusses whether value investing is ripe for a comeback. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
7 min
The forces impacting the retail sector
The following podcast is based on a video produced by SVM Asset Management. In it, Margaret Lawson offers her insights on the forces impacting the retail sector.  This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
5 min
Might the active/passive pendulum swing back?
The following podcast is based on an article from The Value Key produced by SVM Asset Management. In it, Colin McLean discusses whether the active/passive pendulum is swinging back. This podcast is intended for investment professionals. The information provided in this podcast reflects the views and opinions of the speakers at the time of recording and should not be taken as statements of fact, investment research or investment advice. The views expressed are for information purposes only and should not be considered as an offer, investment recommendation or solicitation to deal in any of the funds or companies mentioned. SVM Asset Management Limited is authorised and regulated by the Financial Conduct Authority.
Oct 21, 2021
3 min
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