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Hong Yi Chen

Fund Manager, Global Fundamental team

About Hong Yi Chen

Hong Yi Chen manages the US Equity Fund and US Opportunities Fund, and is Co-Fund Manager of the Global Balanced, Global Alpha and Global Smaller Companies funds. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was an Equity Analyst and Co-Fund Manager for 12 years and is a member of the Global Fundamental team.

Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder.

Meet the tea

Team insights

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Compass

Hong's funds

Hong's funds

GF US Equity
Global Fundamental

GF US Equity Fund

Managed by Hong Yi Chen of the Liontrust Global Fundamental team, the Irish domiciled Fund aims to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities.

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US Opportunities Fund
Global Fundamental

US Opportunities Fund

The Fund seeks to identify companies that will be the beneficiaries of digitalisation in the US and invest across three different categories of these beneficiaries: the disruptors, embracers and enablers.

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Balanced Fund
Global Fundamental

Balanced Fund

The Liontrust Balanced Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds.

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Global Alpha Fund
Global Fundamental

Global Alpha Fund

The Liontrust Global Alpha Fund is managed by Tom Hosking and Hong Yi Chen. The fund managers aim to deliver Alpha (i.e. capital growth in excess of the MSCI AC World Index) by running an actively managed portfolio and investing in securities using a combination of economic, industry and stock specific analysis irrespective of a benchmark index.

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Global Smaller Companies Fund
Global Fundamental

Global Smaller Companies Fund

The Liontrust Global Smaller Companies Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests at least 80% of the portfolio in shares of small sized companies across the world. These are companies which, at the time of purchase, have a market capitalisation of under £10 billion.

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