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Liontrust - Cashflow Solution

GF European Strategic Equity Fund

James Inglis-Jones & Samantha Gleave

The Fund

The Fund has been managed since launch in April 2014 by James Inglis-Jones and Samantha Gleave. The fund managers seek to deliver a positive absolute return over the long term by taking long and short positions, primarily in European companies. The Fund buys companies that can generate strong cash returns from their capital and appear cheap on these cash flows and shorts companies that are both expensive and struggling to generate cash.

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The Cashflow Solution team

Liontrust Cashflow team
James Inglis-Jones & Samantha Gleave

James Inglis-Jones and Samantha Gleave have 40 years of combined investment experience, first working together in 1998. James previously managed money at Fleming Investment Management and Polar Capital while Samantha was formerly at Credit Suisse and Bank of America Merrill Lynch.

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The Cashflow Solution Process

The process is based on the belief the most important determinant of shareholder returns is company cash flows. The fund managers invest in companies that generate strong cash returns from their capital, appear cheap on those cash flows and are run by managers committed to an intelligent use of capital. They sell short stocks that are expensive, are struggling to generate any cash and are run by management investing heavily for future growth.

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Five European small cap picks

Samantha Gleave

In this blog, I am taking the opportunity to look at five of the stocks we have included in the GF European Smaller Companies Fund, which we launched at the start of February. Read more

Latest fund update

GF European Strategic Equity Fund

Read the latest update for the Liontrust GF European Strategic Equity Fund.
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Citywire - Fund Manager rated A
James Inglis-Jones
Citywire rated A
Citywire - Fund Manager rated A
Samantha Gleave
Citywire rated A


Discrete performance

31-03-2016 -
31-03-2015 -
31-03-2014 -
31-03-2013 -
31-03-2012 -
Liontrust GF European Strategic Equity 10.76% -0.56% N/A N/A N/A
IA Targeted Absolute Return 3.18% -0.40% N/A N/A N/A
Liontrust GF European Strategic Equity
IA Targeted Absolute Return
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust GF European Strategic Equity 4.30% 12.35% N/A N/A N/A 24.47%
IA Targeted Absolute Return 0.77% 2.81% N/A N/A N/A 6.91%
To previous working day
Liontrust GF European Strategic Equity
IA Targeted Absolute Return

Risk warning

• Past performance is not a guide to future performance. • Do remember that the value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Investment in Funds managed by the Cashflow Solution Team involves foreign currencies and may be subject to fluctuations in value due to movements in exchange rates.

• The information and opinions provided should not be construed as advice for investment in any product or security mentioned.  • Always research your own investments and consult with a regulated investment adviser before investing.

This share class is hedged so investors do not benefit from or are disadvantaged from any movement in the value of the base currency of the fund against investible currencies. In contrast, if applicable, the index returns are in local currency and the average returns of the sector are in sterling.

Source: Financial Express. Total return. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio. Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd ('Citywire'), may not be copied and Citywire excludes any liability arising out of its use. Returns are in local currency.

Explore in detail

For more information (including prices) and to explore all of the Fund's share classes in more detail please visit our interactive fund centre.


Key fund information

  • Launch date15/02/2012
  • IA sectorIA Targeted Absolute Return
  • Fund size€94,347,346.00
  • Number of holdings167
Fund size and number of holdings data is as at previous month end. Performance data is as at previous working day.
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