Fund management teams

The Cashflow Solution team has been managing European equities, on both a long only and long/short basis, at Liontrust since 2006 and invests in global stocks as part of managing the Liontrust GF European Strategic Equity Fund and Tortoise Fund. James Inglis-Jones and Samantha Gleave first worked together in 1998.

Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony’s co-managers on the Economic Advantage range of UK equity funds are Julian Fosh (formerly Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Society and Saracen Fund Managers), Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer) and Natalie Bell (previously on the Liontrust Responsible Capitalism team).  

The 17-strong team has been managing the Sustainable Future funds for more than 21 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. 

Headed by John Husselbee since joining Liontrust in 2013, the team comprises of four investment managers and two fund analysts, and has combined experience of more than 80 years. Deputy Head James Klempster joined from Momentum Global Investment Management, Mayank Markanday joined Liontrust as part of the Architas acquisition, David Salisbury joined from 4 Shires Asset Management, Anthony Chemla joined from atomos (previously Sanlam Investments) and Victor Alabrune joined Liontrust after completing an internship in the Portfolio & Data Insights team.

Before joining Liontrust in early 2018, Phil Milburn worked at Kames Capital for 14 years, where he was Head of Investment Strategy. Donald Phillips also joined Liontrust in 2018 and was previously an investment manager in the Credit team at Baillie Gifford and worked with Phil at Kames Capital for three years. Sharmin Rahman joined Liontrust in August 2022 having previously worked at AXA Investment Managers where she had been a Senior Portfolio Manager and Analyst in the European High Yield team. Emma Veitch joined Liontrust in July 2022 having previously worked at Aegon Asset Management before taking a career break. 

Headed by James de Uphaugh, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. Following the acquisition of Majedie Asset Management in 2022, the team brought their funds and expertise to Liontrust. 

The four-strong Global Innovation team is co-headed by James Dowey and Storm Uru who are supported by Clare Pleydell-Bouverie and James O'Connor. James Dowey and Storm Uru, who jointly developed the Global Innovation investment process, manage the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. The four managers joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019. James Dowey has 18 years of industry experience and has researched and taught the history of innovation at the London School of Economics, Storm Uru has 11 years’ industry experience, Clare Pleydell-Bouverie undertook third party research for private equity firms across a variety of industries before moving to Neptune and James is a CFA Charterholder and, prior to joining Neptune, completed his MSc in Education Research at Oxford University. He also holds the equivalent of a first class degree in Psychology and Economics at Harvard University.