BUZZ-View from the Buyside: Cavendish AM's bets on a "No", adds Scotland exposure

** Cavendish AM fund manager Paul Mumford says added to holdings in Scotland-headquartered distribution group John Menzies and North Sea oil-focused groups Hurricane Energy and Ithaca Energy (Other OTC: IACAF - news) .

** Mumford says weakness in certain stocks hurt by uncertainty over vote a chance to add.

** "I personally think that there will probably be a 'No' vote. If there's a 'No' vote, it removes the uncertainty hanging over those stocks," he says.

** John Menzies (LSE: MNZS.L - news) shares have fallen around 19 percent since the start of 2014. Hurricane Energy (Other OTC: HRCXF - news) is up by around 8 percent, while Ithaca Energy's London-listed shares have fallen some 16 percent.

** Cavendish Asset Management has around 1.2 billion pounds ($1.96 billion) in AUM, according to the company's website.

** Scots began voting on Thursday.

** Bets for volatile pound soar as Scotland votes.

** Five surveys - from YouGov, Panelbase, Survation, Opinium and ICM - showed support for the "Yes" campaign favouring Scottish independence at 48 percent, against 52 percent for the "No" campaign that backs Scotland staying in the UK.

** Scottish stocks graphic: http://link.reuters.com/hup72w (1 US dollar = 0.6123 British pound) (RM (LSE: RM.L - news) ://sudip.kargupta.thomsonreuters.com@reuters.net)