The fund managers believe stock prices are frequently mis-priced as they tend to reflect the often-unreliable forecasts of future profitability made by company managers.
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Sharp sell-off in growth stocks – a good thing?
Over-aggressive company spending has dropped this year.


Cashflow – the key takeaways
James Inglis-Jones and Samantha Gleave talk through the cashflow solution process and the performance of their portfolios against the recent market environment.


Why we are repositioning to reflect a gloomy equity market outlook
Samantha Gleave and James Inglis-Jone think the prospects for European equity market look fairly muted. They explain why they have responded by seeking inexpensive defensive and quality stocks for the Liontrust European Dynamic Fund that also rate highly on their recovering value and momentum cash flow scores.


Anatomy of a value rally - dynamically shifting the Funds focus to target an emerging opportunity
In early 2020, the Liontrust European Dynamic Fund swiftly reshaped the portfolio to focus on cash flow valuation rather than growth. Samantha Gleave and James Inglis-Jones explain why and what changes the Fund has made recently.


Liontrust European Dynamic Fund - portfolio overview
Fund manager Samantha Gleave explains how the Liontrust European Dynamic portfolio has been repositioned to target stocks with recovering value and momentum characteristics to respond to the latest signals from the Cashflow Solution investment process.
