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Global Fundamental team

Meet the team

Headed by Imran Sattar, 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 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 equity strategies. In 2020, the Global Fundamental team was appointed to manage the Edinburgh Investment Trust. Since their acquisition by Liontrust in April 2022, the team has taken on the management of emerging markets and further global equity funds.

 

Our investment process

UK Equities

The funds have a focused, bottom-up stock picking approach that applies a flexible investment process which avoids inbuilt style biases. The funds focus on companies that the team believes offer the best risk/reward profiles while ensuring the portfolios are well balanced and risk is carefully targeted.

UK Equity Income funds

The team invest in high-quality dividend paying companies with competitor powers. Their building blocks of quality include strong and improving returns on capital, clean cash-generative financial models, prudent balance sheets, attractive underlying markets, and skilled and motivated management. Companies with at least one of seven competitor powers have strategic traits that underpin persistent and predictable profitability.

Global Equity funds

The team looks for companies that are exploiting change to become more highly valued in the future. The team seeks to identify companies that can exploit multiple change catalysts as they believe this is often when the potential opportunity is most advantageous.

Emerging Markets strategies

The team focuses on emerging leaders, which are companies that are well positioned to prosper in a world of rapid change. A common feature of the companies is their ability to create value for customers and capture value for itself and its shareholder via a sustaining moat (such as unique assets, technology leadership and R&D investment).

Funds managed by the team

The funds managed by the team have a variety of approaches. 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 managers look for distinct inflection points and drivers of returns for the different funds.

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.”

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