Cashflow Solution team
James Inglis-Jones and Samantha Gleave jointly manage the Cashflow Solution range of funds having first worked together in 1998. James previously managed funds at Fleming Investment Management, JP Morgan Fleming and Polar Capital. Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.
Economic Advantage team
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 Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer), Natalie Bell (previously on the Liontrust Responsible Capitalism team), Alex Game (who joined from Unicorn Asset Management) and Bobby Powar who joined from Artemis in 2024.
Global Equities team
The Global Equities team is headed by Mark Hawtin, who has 40 years of investment experience, including managing global equity long only and long/short funds. Mark joined Liontrust in 2024 to create the Global Equities team along with David Goodman, Kevin Kruczynski and Pieran Maru. The four managers run a range of long only and long/short equity funds. Ewan Thompson and Tom Smith joined Liontrust in 2019 and manage emerging markets equity funds and the Japan Equity Fund.
Global Fundamental team
Headed by Imran Sattar, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. In 2020, the Global Fundamental team was appointed to manage the Edinburgh Investment Trust.
Global Innovation team
Storm Uru founded the Global Innovation investment process in 2017 and was joined by Clare Pleydell-Bouverie and James O’Connor to form the Liontrust Global Innovation team. The team manage the Liontrust Global Dividend, Liontrust Global Innovation and Liontrust Global Technology funds. Storm and Clare are the lead fund managers across the range supported by James. Storm Uru has 13 years’ industry experience and holds a degree in finance from Massey University and an MBA from Oxford University, Clare Pleydell-Bouverie has 9 years of industry experience and holds a degree in history from Oxford University and James O’Connor has 10 years of industry experience and holds a degree in psychology and economics from Harvard University and a degree in education research from Oxford University.
Multi-Asset team
Headed by John Husselbee, who has nearly 40 years of industry experience, the seven-strong Multi-Asset team comprises multi-manager, equity and fixed income specialists. James Klempster (who joined Liontrust in 2021 from Momentum Global Investment Management) is Deputy Head and Head of Equities, Phil Milburn (2018 from Kames Capital) is Head of Rates and Donald Phillips (2018 from Baillie Gifford) is Head of Credit. Anthony Chemla, who joined in April 2023 from atomos where he was lead Portfolio Manager for DFM portfolios and co-Portfolio Manager of the MPS, and Sharmin Rahman, who joined in August 2022 having previously been a Senior Portfolio Manager and Analyst at AXA Investment Managers, are both Investment Managers. Fund Analyst David Salisbury joined in 2022 from 4 Shires Asset Management.
Sustainable Investment team
The team has been managing the Sustainable Future funds for more than 22 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.
