The power of active management

Liontrust advocates that active management can deliver enhanced risk-adjusted returns over the long term when based on rigorous and repeatable investment processes.   

Robust processes

There is no house view at Liontrust and each of the strategies across the capabilities offered by Liontrust – equities, fixed income, sustainable and multi-asset – have distinct processes. Staying true to investment processes helps to create an in-built risk control for Liontrust’s investment strategies, especially in more challenging environments, by preventing them from investing in companies and funds for the wrong reasons.

Investment managers run high-conviction portfolios, which means they are benchmark agnostic, and engage with investee companies. Funds and portfolios can have zero exposure to individual sectors if this meets the investment thesis and process of the managers.

One of the distinct investment processes offered by the company is Cashflow Solution, which is applied by James Inglis-Jones and Samantha Gleave to the management of the Liontrust GF Pan-European Dynamic Fund. The process identifies companies that generate significantly more cash than they need to sustain their planned growth yet are lowly valued by investors on that measure and are run by companies committed to an intelligent use of capital. James and Samantha are two of just 12 active equity investors to feature in a recently published book called Stock Market Maestros.

Among the other strategies offered to investors in Switzerland are Liontrust GF Global Technology and Liontrust GF High Yield Bond. The Liontrust GF Global Technology strategy, managed by Storm Uru and Clare Pleydell-Bouverie, invests in innovative disruptors and leaders in the technology sector. The Liontrust GF High Yield Bond strategy, managed by Donald Phillips and Sharmin Rahman, seeks to take advantage of inefficiencies in fixed income markets through an understanding of the economic environment and bottom-up stock analysis.  

Partnering with clients

Another part of delivering good outcomes for investors is through exceptional client service and providing support at all times. This includes via dedicated sales representatives; face-to-face meetings and presentations; and relevant, personalised and engaging communications tailored to the personal interests of clients.

Liontrust’s investment managers are accessible and committed to engaging with clients. Liontrust offers other support to clients including educational content and transparent reporting.

Transparency

Liontrust has been listed on the London Stock Exchange since 1999. This provides comfort to our clients through the rigorous governance required and the good business discipline it engenders. Published financial statements, disclosures on governance and shareholder reporting deliver enhanced transparency. And being publicly listed enables Liontrust to incentivise employees through share ownership and align the success of colleagues with clients and shareholders.

The company believes in making decisive decisions, being dynamic and ambitious, promoting positivity and adaptability to change. Everyone at Liontrust is responsible for upholding the highest standards of integrity, being trustworthy and transparent, and making decisions with a clear sense of fairness.  

Financial education

Liontrust is a strong believer in the power of financial education. Liontrust partners with an organisation that delivers digital maths education to primary and secondary schools across the UK which enables pupils to challenge classmates online and playing live games across the globe.

The Liontrust Foundation was launched in 2024 with the purpose of using the power of entrepreneurship and innovation to drive social mobility and the recovery of nature, with a key focus on promoting diversity, equity and inclusion.  

• For more information on Liontrust, our capabilities and how we can help you and your clients, please visit www.liontrust.com

Disclaimer

This document is issued by Liontrust Switzerland AG.
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
All the information provided should be treated as confidential, information may constitute material non-public information, the disclosure of which may be prohibited by law, and the legal responsibility for its use is borne solely by the recipient. This information should not be copied, forwarded, reproduced, divulged or otherwise distributed in any form whether by way of fax, email, oral or otherwise, in whole or in part without the express and prior written consent of Liontrust.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.com or direct from Liontrust.

This is an advertising document.
Note: This is marketing information. Investment in investment funds is subject to market risks. Past performance results are no indication of future results. Especially performance results referring to a period of less than twelve months are no reliable indicator for future results due to the short comparison period. Issuance and redemption commissions are not included in the performance figures. it is only addressed at per se professional and institutional investors. It is not suitable for retail clients and HNWIs. Liontrust Switzerland AG does not represent Liontrust Asset Management (UK), and will only act as a distributor of collective investment schemes for Liontrust Asset Management (UK). Accordingly, Liontrust Switzerland AG will not take any client orders for Liontrust Asset Management (UK) and is not responsible for the actions of Liontrust Asset Management (UK). The domicile of the Fund is Ireland. For interested parties, the Statues, the Prospectus, the Key Investor Information Document as well as the Annual Reports and, if applicable, the Semi-Annual Reports may be obtained free of charge from the Swiss Representative and Paying Agent in Switzerland: ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, Switzerland and the Paying Agent: Banque Cantonale Vaudoise, Place St-François 14, CH-1003 Lausanne, Switzerland.

Liontrust Switzerland AG (“Liontrust Switzerland”) will only conduct distribution/marketing of financial instruments to you if the following applies:
-You are acting as a Swiss prudentially regulated bank or financial institution.
-You are not interested in investing in financial instruments for your own investment purposes, but for placing/offering them with your clients.
-You are currently not acting in the name of any of your clients and still do not know with which clients you may place/offer the relevant financial instruments.
-You will adhere to applicable regulations when placing/offering financial instruments with your clients.
-You only will place/offer collective investment schemes marketed by Liontrust Switzerland with (i) professional and institutional investors as described in art. 4 para. 3-5 Financial Services Act (“FinSA”) and (ii) qualified investors fulfilling the conditions in art. 10 para. 3ter Collective Investment Schemes Act (“CISA”) with whom you have a permanent asset management or investment advice relationship.
-You understand that Liontrust Switzerland does not represent and does not act for any of its group companies abroad and only is acting in a pure marketing role based on a mandate agreement.
-You understand that Liontrust Switzerland does not provide any advisory services and does not assume any liability related to the financial instruments marketed by Liontrust Switzerland and Liontrust Switzerland does not manage or take any investment decisions related to such financial instruments.