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Hong Yi Chen

Fund Manager, Global Fundamental team

About Hong Yi Chen

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.

Meet the tea

Team insights

See all related
Global Infusions Podcast
The Business of Housing
Listen on: Google Podcast
In this episode of Global Infusions, Tom is joined by his first guest co-host, Hong, to explore the business of Housing. From property bubbles to green belts, everyone needs somewhere to live.
Podcast
James de Uphaugh and Imran Sattar
Edinburgh Investment Trust: How to buy the UK on a double discount
Watch Now play video
icon 27 November 2023
James de Uphaugh
Ewan Thompson Ewan Thompson
India: a shining light in emerging markets Ewan Thompson looks at the compelling reasons for investors to be positive about India as millions of Hindus, Sikhs and Jains across the world celebrate the religious occasion of Diwali
icon 10 November 2023
India
Global Infusions Podcast
The Business of Fear
Listen on: Google Podcast
In this episode of Global Infusions, Tom and Tom explore the business of fear. From films to theme parks, the horror industry is huge. The emotion of fear shapes human behaviour in everything from advertising to investing FOMO.
Podcast
Ewan Thompson Ewan Thompson
Catering for India’s new consumer Fund manager Ewan Thompson examines how companies like Zomato are working hard to stand out from the competition and cater to the demands of India's middle class
icon 24 October 2023
Insights 22
James de Uphaugh and Imran Sattar
A process to last through the ages
Watch Now play video
icon 24 October 2023
James de Uphaugh and Imran Sattar

Hong's funds

Hong's funds

GF US Equity
Global Fundamental

GF US Equity Fund

Managed by Hong Yi Chen of the Liontrust Global Fundamental team, the Irish domiciled Fund aims to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities.

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US Opportunities Fund
Global Fundamental

US Opportunities Fund

The Fund seeks to identify companies that will be the beneficiaries of digitalisation in the US and invest across three different categories of these beneficiaries: the disruptors, embracers and enablers.

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Global Equity
Global Fundamental

Global Equity Fund

The Liontrust Global Equity Fund is managed by Tom Hosking and Hong Yi Chen. The Fund, launched in 2014, aims to deliver a total return after costs and charges, combining income and capital growth, in excess of the benchmark over any five-year period.

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Global Focus
Global Fundamental

Global Focus Fund

The Liontrust Global Focus Fund is managed by Tom Hosking and Hong Yi Chen. The Fund, launched in 2014, is a concentrated global equities portfolio and aims to deliver a total return after costs and charges, combining income and capital growth, in excess of the benchmark over any five-year period.

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Balanced Fund
Global Fundamental

Balanced Fund

The Liontrust Balanced Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds.

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Global Alpha Fund
Global Fundamental

Global Alpha Fund

The Liontrust Global Alpha Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests in global equities and has the ability to hold fixed income and alternatives.

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Global Smaller Companies Fund
Global Fundamental

Global Smaller Companies Fund

The Liontrust Global Smaller Companies Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests at least 80% of the portfolio in shares of small sized companies across the world. These are companies which, at the time of purchase, have a market capitalisation of under £10 billion.

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