Welcome to Liontrust

Liontrust is an investment management company that was founded in 1994 and was listed on the London Stock Exchange in 1999.

What we do and who our clients are

Liontrust provides portfolio management services in UK, European, Asian and Emerging Markets equities. These are managed on a long-only, long/short and absolute return basis through unit trusts, individual savings accounts (ISAs), offshore funds, pooled pension funds and segregated institutional accounts.

We market our investment products to professional investors, predominantly in the UK and Continental Europe. These include pension funds and other institutional investors, family offices, private banks, private client managers, multi-managers, stockbrokers and financial advisers. Some private clients, to whom no advice has been given, have chosen independently to invest with us.

Why we are different

We take pride in having a distinct culture and approach to asset management. This comes through the following factors:

• Liontrust is an independent business with no corporate parent.
• Liontrust uses rigorous, thoroughly tested investment processes that are robust, scaleable and repeatable to ensure they are capable of delivering superior long-term performance. Each process is explained in detail in documents that are available on this website.
• Investors can be assured that our investment processes are consistently applied across different types of funds. All Liontrust investors benefit from the same portfolio when investing in a given process.
• Using these investment processes ensures the way we manage money is predictable and repeatable. It also reduces the effect of human emotion on our portfolios.
• We aim to provide a culture that gives all fund managers freedom to manage their portfolios to the best of their abilities.
• Our fund managers invest in funds they manage.
• We outsource the headcount-intensive administrative functions and focus on those areas, like fund management, sales and marketing, that drive profits in a fund management business.
• Liontrust strives to communicate with clients effectively and clearly on a frequent basis.