The team take a flexible and pragmatic approach, investing across sectors and across markets with a focus on sustainability.
Meet the team
Headed by James de Uphaugh, the Global Fundamental team has a strong track record of active management of equities for institutional investors, intermediaries and their clients since 2002. The team’s offering initially focused on UK equities but expanded in 2007 to include a global long/short equity fund and again in 2014 to include US, Global and International equities strategies. The appointment of James de Uphaugh as lead manager of the Edinburgh Investment Trust in 2020 demonstrates the reputation and investment acumen of the Global Fundamental team. Following the acquisition of Majedie Asset Management in 2022, the team brought their funds and expertise to Liontrust.

Hong Yi Chen manages the US Equity Fund and US Opportunities Fund, and is Co-Fund Manager of the Global Equity, Global Focus, Global Balanced, Global Alpha and Global Smaller Companies funds. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was an Equity Analyst and Co-Fund Manager for 12 years and is a member of the Global Fundamental team.
Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder.
Read moreFunds managed by the team
Funds managed by the team
“Our flexible approach has stood the test of time for good reason. It provides scope to invest across the market where opportunities arise and valuations dictate.”
