by James Sullivan | Apr 4, 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
by James Sullivan | Jan 24, 2018 | All Articles, Corporate News, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an
by James Sullivan | Jan 9, 2018 | All Articles, Commentary, Coram Funds, James Sullivan, Market Update, MitonOptimal UK
“Prediction is very difficult, especially about the future” Niels Bohr (1885 – 1962) In keeping with the famous quote above, our outlook for stock markets in 2018 is unashamedly honest; it’s very difficult to predict. However, we have an opinion of course, and one based largely on facts and valuations, that the chances of
by Paul Warner | Dec 14, 2017 | All Articles, Markets, MitonOptimal UK, Paul Warner
Economies need to set the right price This year has marked three anniversaries. The first was the 100 year anniversary of the Russian Revolution. The second was the 30 year anniversary of the 1987 crash. The third was the 10 year anniversary of the financial crisis. Not that many people would be celebrating these anniversaries.
by Mark Margetts-Smith | Nov 10, 2017 | All Articles, All International News Articles, Coram Funds, Corporate News, James Sullivan, MitonOptimal UK
PRESS RELEASE Coram Asset Management is to change its name to MitonOptimal (UK) Ltd and launch its Model Portfolio Service (MPS) following the successful integration of the Minerva Fund Managers business (a specialist discretionary fund manager acquired in July 2017). James Sullivan, Director at MitonOptimal (UK) Ltd, commented ‘Since the acquisition of Coram by MitonOptimal
by James Sullivan | Aug 30, 2017 | All Articles, All International News Articles, Commentary, James Sullivan, MitonOptimal UK
We took a position in Land Securities (LAND) post the UK / European referendum in June 2016. It was at a price we felt very opportune, discounting much potential pain relating to ‘Brexit’ and the domestic economy, whilst offering an attractive re-entry yield in the region of 3.8%, a level not seen since 2012, and
