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Fund management teams

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.

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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 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) and Alex Wedge (who joined from N+1 Singer).  

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Sustainable Investment 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. 

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Multi-Asset team

Headed by John Husselbee since joining Liontrust in 2013, the team comprises five investment managers and has combined experience of more than 100 years. Deputy Head James Klempster joined from Momentum Global Investment Management while Mayank Markanday and Jen Causton were previously at Architas. Paul Kim was at Investment Manager Selection (IMS Ltd) before joining Liontrust in 2013. 

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Global Equity team

The 11-strong Global Equity team headed by Robin Geffen manages 14 global income, regional and emerging markets funds. The team moved to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management. Robin has more than 40 years of investment experience including at Scottish Equitable and Orbitex Investments. 

 

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Global Fixed Income team

Before joining Liontrust in early 2018, David Roberts and Phil Milburn worked together at Kames Capital for 14 years, where David was Head of the Fixed Income team and Phil 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 David and Phil at Kames Capital for three years.

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Global Fundamental team

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 14-strong team brought their funds and expertise to Liontrust. 

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