Special Situations
Equities
Investec's Alastair Mundy has said investor irrationality is helping his investment process but has warned on corporate profitability.
18 October 2011
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UK
Marlborough Special Situations and UK Micro Cap Growth manager has moved to cash in anticipation of buying opportunities.
10 October 2011
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Europe
Jupiter European Special Situations manager slashed exposure to ‘one-way bet'
23 September 2011
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UK
Fidelity's Sanjeev Shah has reduced his weighting to overseas equities in the £3bn Special Situations fund in favour of domestic large caps.
15 February 2011
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