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James Inglis-Jones

Co-Head of Cashflow Solution

About James

James Inglis-Jones joined Liontrust in March 2006 to develop the Cashflow Solution investment process. He co-manages the Cashflow Solution range of funds with Samantha Gleave. James began his career at Fleming Investment Management in 1997, assuming responsibility for the management of UK equity portfolios in 1999. Between 1999 and 2002, he worked on JP Morgan Fleming’s institutional investment process and managed a wide range of retail and institutional funds as a senior portfolio manager within their European equity group. In 2003, he joined Polar Capital to manage a European market neutral fund. James graduated in 1990 with a First Class Honours Degree in Modern History from York University. He went on to gain a D.Phil in Modern History from Christ Church, Oxford. 

Meet the tea

Latest insights

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James Inglis-Jones James Inglis-Jones
Sharp sell-off in growth stocks – a good thing? Over-aggressive company spending has dropped this year.
icon 5 June 2023
Traffic lights
Lionesses Multiple authors
Cashflow – the key takeaways James Inglis-Jones and Samantha Gleave talk through the cashflow solution process and the performance of their portfolios against the recent market environment.
icon 23 May 2023
Samantha Gleave
Lionesses Samantha Gleave and James Inglis-Jones
Cashflow Solution Q1 2023 Review
Watch Now play video
icon 12 May 2023
James Inglis-Jones
Lionesses Samantha Gleave and James Inglis-Jones
Why we are repositioning to reflect a gloomy equity market outlook Samantha Gleave and James Inglis-Jone think the prospects for European equity market look fairly muted. They explain why they have responded by seeking inexpensive defensive and quality stocks for the Liontrust European Dynamic Fund that also rate highly on their recovering value and momentum cash flow scores.
icon 21 July 2022
Insights 9
Lionesses Samantha Gleave and James Inglis-Jones
Anatomy of a value rally - dynamically shifting the Funds focus to target an emerging opportunity In early 2020, the Liontrust European Dynamic Fund swiftly reshaped the portfolio to focus on cash flow valuation rather than growth. Samantha Gleave and James Inglis-Jones explain why and what changes the Fund has made recently.
icon 20 July 2022
line graph
James Inglis-Jones James Inglis-Jones
Plotting a course through choppy waters Market turmoil since the onset of the pandemic has created very fertile conditions for the Liontrust GF European Strategic Equity Fund’s long/short strategy. The team’s cash flow analysis is now showing some companies are investing too aggressively. James Inglis-Jones explains how this translates to a compelling short book opportunity.
icon 27 May 2022
Volatility

James's funds

James's funds

European Dynamic Fund
Cashflow Solution

European Dynamic Fund

The Fund is managed by the Cashflow Solution team and seeks companies that generate significantly more cash than they need to sustain their planned growth, yet are lowly valued by investors on that measure.

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GF European Smaller Companies
Cashflow Solution

GF European Smaller Companies Fund

The Fund seeks companies with a market capitalisation of less than €5 billion at inception and that generate significantly more cash than they need to sustain growth yet are lowly valued by investors.

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GF European Strategic Equity
Cashflow Solution

GF European Strategic Equity Fund

The Fund takes long positions in companies that can generate strong cash returns from their capital and appear cheap on these cash flows and shorts companies that are expensive and struggling to generate cash.

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