SVM avoiding generalist trust holdings

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Manager of group's fund of trusts prefers smaller vehicles offering more than just benchmark plus performance

Donald Robertson manages the SVM Global Opportunities fund alongside SVM founder Colin McLean. The fund shares its investment strategy with SVM Global fund investment trust, and aims to provide long-term growth through a diversified portfolio of Oeics and closed-ended investment trusts, hedge funds and private equity vehicles that are not highly correlated to equity markets. Global Opportunities was launched last year, but McLean and Robertson have run the Global fund since its launch in 1991. Can you summarise your investment philosophy? The new buzzword is multi-strategy fund or a por...

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