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Global Fundamental team

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


 

Our investment process

At the core of the team’s investment approach is deep, fundamental research driven by original thinking to find share price inflection points that can drive long-term performance.
The team is able to invest across sectors and markets and pays particular attention to ESG risks and opportunities as part of the investment process
Digital technology underpins the research platform, and the team is structured to foster a robust and honest environment rich in dialogue and debate. 

Funds managed by the team

The team take a flexible and pragmatic approach, investing across sectors and across markets with a focus on sustainability.

“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.”

Global Infusions Podcast
Global Infusions Podcast
Demographics
In this episode of Global Infusions, the Toms consider the curious causes and effects of changing demographics on the economy and wider society, from pressures on healthcare to a shortage of business heirs in Japan.

Awards and ratings

Sauren Fondsmanager rating 2021 Matthew Smith Two Sauren gold medals
2019 Mike Totton Financial News: European Rising Stars