FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.
There was a time when ultra-cautious fund managers were in high demand, but after a prolonged period of strong performance for risk assets, some investors are starting to lose patience. Indeed, the number of truly defensive multi-asset managers is in limited supply. Two individuals who are showing absolutely no signs of changing their ways are James Sullivan and Martin Gray, now running three funds at recently-launched firm Coram Asset Management. The duo are best known for running the Special Situations portfolio while at Miton, which gained industry-wide praise for protecting inve...
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