Where are you?
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Guernsey
  • Ireland
  • Italy
  • Jersey
  • Luxembourg
  • Malta
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Singapore
  • Sweden
  • Switzerland
  • United Kingdom
  • Rest of World
It looks like you’re in
Not your location?
And finally, please confirm the following details
I’m {role} in {country} and I agree to comply with the terms of the website.

Global Equity team

Meet the team

The 11-strong Global Equity team headed by Robin Geffen manages 14 global, income, regional and emerging markets funds and moved to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management. The team has an average industry experience of 15 years. Robin has more than 40 years of investment experience having previously worked at Charterhouse J Rothschild, Eagle Star, York Trust Plc, Scottish Equitable and Orbitex Investments. The other managers of the Global Equity funds were all previously part of the investment team at Neptune as well. They believe the key to generating outperformance is through high conviction, long-term, research-led company selection and then apply their own approach to managing funds within this overarching framework.

 

Our investment process

The fund managers believe the key to generating outperformance is through high conviction, long-term, research-led company selection. There are four key elements to the investment process.
Identifying long-term winners. The managers seek to invest in excellent companies that are positively exposed to powerful trends or have distinct and differentiated characteristics that will result in consistently above market returns over the long term.
The portfolios are actively managed and only consist of stocks in which there is high conviction that they will be long-term winners. This typically leads to funds having a high tracking error and active share against their respective benchmarks.
Constructing concentrated portfolios. This enables long-term winners to drive investment returns rather than the market and therefore each idea will have a material impact on fund performance.
The portfolios are constructed so that they can generate returns which are not overly dependent on the success and failure of any one individual investment style, such as growth and value, or macro factors.

Funds managed by the team

"The three lessons I have learnt from my investment career are liquidity, liquidity, liquidity. Every crisis we have been through emphasises the importance of investing in liquid stocks."

Awards and ratings

Fund Manager of the Year Awards 2021 IW FM of the Year Awards 2021: Global Income Liontrust Global Dividend Fund
Citywire fund manager rating Citywire Manager Rating: A James Dowey
Citywire fund manager rating Citywire Manager Rating: A Storm Uru
Citywire fund manager rating Citywire Manager Rating: A Robin Geffen
Citywire fund manager rating Citywire Manager Rating: + Chris Taylor
Citywire fund manager rating Citywire Manager Rating: + Thomas Smith
Citywire fund manager rating Citywire Manager Rating: + Ruth Chambers
Citywire fund manager rating Citywire Manager Rating: + Ewan Thompson