To view our recent commentaries please click on the links below.


Investment Insight Issue 3 - The state of the Nation(s) By Martin Gray
(pdf), (doc)

Investment Insight Issue 2 - Insight on Investment Trusts By Richard Scott

Investment Insight Issue 1 - Sovereign wealth funds

Special Situations Fund – Gives you the right balance

Special Situations celebrates its 10th anniversary with spectacular returns

Investing for the longer term By Sam Liddle

Global Portfolio - Fund Summary & Outlook by Sam Liddle

Core Diversified – A Key Core Holding for a Balanced Portfolio

To listen to Crisis - what crisis?
Sam Liddle, Fund Manager at MitonOptimal discusses the current state of
markets, covering, whether a financial crisis exists, the changes in
volatility and the sell off of assets, events in the US and a variety of
international and domestic buying opportunities.