In her 35-year career SVM's Margaret Lawson has never seen a period of greater disruption than right now.
Mergers and acquisitions have played a part in Lawson returns of late. In this video she outlines what has been driving this trend and shares her thoughts on a possible takeover of Fever Tree by Unilever.
The A-rated manager of the SVM UK Growth fund also explains why she feels Beazley has a strong first mover advantage.
In the last three years to January Lawson has returned 37% on her fund, outstripping the peer group average by more than 10%.