Miton Global sets face East for opportunities

Miton's Sam Liddle maintains Asia focus on asset allocation portfolio, also playing niche opportunities such as Pictet Water fund and IT Tech Global

Miton Optimal's Sam Liddle sits very much in the asset allocation camp of multi-managers, selecting funds solely on their geography and bias. Currently, his Global Portfolio, soon to be renamed Miton Asset Management Tactical Growth following the merger of Miton and iimia, has a focus on Asia as the manager looks East for opportunities. The fund of funds takes a short-term view, seeking opportunities in world markets over three to six months. This means turnover is relatively high, although Liddle said asset allocation has not changed significantly since the summer when he made a longer...