Liontrust GF Global Strategic Equity Fund | What we offer | Liontrust Asset Management PLC
Liontrust - Global Equity

GF Global Strategic Equity Fund

Patrick Cadell & Kristof Bulkai

The Fund

The Fund has been managed since launch in July 2015 by Patrick Cadell and Kristof Bulkai, who seek to identify stocks, sectors and countries around the world that are experiencing unpriced structural or fundamental change. The greatest opportunities to implement the process are in emerging markets where deep and frequent structural changes take place. The fund managers seek to exploit these opportunities through taking long and short positions.

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The Global Equity team

Patrick Cadell and Kristof Bulkai
Patrick Cadell & Kristof Bulkai

Patrick Cadell and Kristof Bulkai formerly worked at Thames River Capital and BMO Global Asset Management. Among other previous roles, Patrick was an investment analyst at Nevsky Capital and Kristof was a European and emerging markets portfolio manager at Griffin Capital.

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The Structural Opportunities Process

The fund managers seek to identify stocks, sectors and countries experiencing mispriced structural or fundamental change. The process aims to exploit opportunities from change because investors are slow and reluctant to recognise fundamental turning points and because markets struggle to price the long duration of returns that structural change drives. Structural changes are typically driven by the progress of the economic cycle, the development of industrial cycles, policy and regulation, mergers, acquisitions or the emergence of new and  disruptive technologies.

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A dispassionate look at 'Trumpflation'

Hugo Rogers

Trump’s election is an emotive topic, but as investors we must make dispassionate assessments. Read more

Latest fund update

GF Global Strategic Equity Fund

Read the latest update for the Liontrust GF Global Strategic Equity Fund. Read more

Performance

Discrete performance

31-03-2016 -
31-03-2017
31-03-2015 -
31-03-2016
31-03-2014 -
31-03-2015
31-03-2013 -
31-03-2014
31-03-2012 -
31-03-2013
Liontrust GF Global Strategic Equity N/A N/A N/A N/A N/A
Liontrust GF Global Strategic Equity
Cumulative performance

To previous working day 6 months 1 year 3 year 5 year 10 year Since launch
Liontrust GF Global Strategic Equity -8.32% N/A N/A N/A N/A -7.84%
Hedge/Stru Prod - Equity 1.48% N/A N/A N/A N/A 1.87%
To previous working day
Liontrust GF Global Strategic Equity
Hedge/Stru Prod - Equity

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 Global Equity 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.


Source: Financial Express. Total return. Returns are in local currency. Discrete performance data is not available for five full 12 month periods due to the launch date of the portfolio.

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.

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Key fund information

  • Launch date17/07/2015
  • IA sectorHedge/Stru Prod - Equity
  • Fund size$21,964,578.93
  • Number of holdings31
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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