Maverick Continues to Increase Portfolio Concentration into 2016

By Stan Altshuller, Co-founder and Chief Research Officer, and Brett Turenchalk, Analyst – Client Analytics of Novus Partners Inc.   Maverick Capital The definition of entrenched, firmly established and unlikely to change, only partially applies to Maverick Capital. It is firmly established in the hedge fund industry as one of the oldest tiger cubs and commands […] Read more »

SVM Positioned For US Recovery To Beat Expectations

By Colin McLean, managing director, SVM Asset Management SVM portfolios are currently fully invested, recognising attractive valuations in the UK and Europe and a more encouraging outlook for global growth.  In the US, news in construction, housing and retail suggests that the worst is past. US construction and housing sectors, representing in total one-sixth of […] Read more »