Gray looking to put cash back into unloved markets

Gray investigating property, large-cap, US and Asia as sources of return for Special Sits offering, after holding back large cash postion during recent volatility

Martin Gray is an industry veteran with almost 30 years experience in fund management. Over a third of his career has been as a multi-manager with Miton Asset Management, which recently merged with Midas Capital. Gray runs three soon to be renamed portfolios for the group - CF Miton Strategic, Arcturus and Special Situations. The latter is not a typical special situations portfolio - Gray selects underlying funds from a range of asset classes including alternatives for the £126m multi-asset vehicle. It has been a consistent performer, returning 24.9% over the three years to 26 Augus...