Thank you to all of the clients and friends who attended the Austen Morris Associates Client Appreciation Dinner in association with Generali and Miton Optimal. The dinner was held at one of Shanghai’s newest restaurants, Larder Bar & Grill located in the new Taikang Terrace on Wednesday, 6th of March 2013. The dinner consisted of a wonderful meal with wine pairings at Larder Bar & Grill, former Mesa Manifesto Chef/partner Steve Baker and former M on the Bund and Purple Onion’s Chef Lex Hauser’s newest concept. All guests enjoyed the decadent menu of simple, straight forward Aussie inspired cuisine starting with chilled seafood salad, champagne dressing, crisp potato cake paired with a Hewitson Lulu sauvignon blanc from Australia. The first course was lemon chicken on creamed polenta, green pea asparagus soup, artichoke pate on croute paired with a Chapel Hill Verdelho, McLaren Vale. The main course was a grilled beef tenderloin, oxtail bordelaise, bone marrow crumble with red wine beetroot glaze and broccoli with garlic butter, chunky chips, and a mixed salad paired with a Clifton Reserve Shiraz Australia. The meal ended with a “shared” Larder dessert samplers.
During the evening, Martin Gray spoke about “A Macro View on Global Investment Themes.” He discussed the downside shocks in 2002, in 2008, and more recently 2011. Martin gave insights into the latest macroeconomic picture and what this means for both lower and higher risk assets as we move deeper into 2013.
Martin Gray is the manager of Miton Special Situations and Strategic Portfolios. He began his fund management career in 1979, he joined Miton Investments as a fund manager and became the director in 1994. Martin has been responsible for managing the Strategic Portfolio since it’s launch in December 1996 as well as the Special Situations Portfolio which was launched a year later (returning 290.85% since its launch in December 1997 – sector average return 101.86%. Data from FE as at 21/01/13). Martin has won numerous fund management awards including the coveted Asset Allocator of the year award. Martin currently advises on over GBP 1.3bn.
