Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold

United Kingdom equities are in a period of ‘elevated risk’ which necessitates having a thorough ‘safety check’ built into investment processes, according to Miton UK Value Opportunities fund manager Georgina Hamilton.

Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold
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Something else which Hamilton and Godber have been pursuing over recent months is to buy into companies which make disposals on an opportunistic basis. A recent example of this was Dairycrest, which sold off its milk business to German food company Muller this year.

“Dairycrest sold a division which lost it around 20 million pounds in the first half for 40 million, which made a fantastic improvement in its returns on capital,” she noted.

The fund has 67 stocks in it at present and is holding 8% as cash.

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