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Discover our latest views and fund updates from across our investment teams
Stock Exchanges Podcast
Stock Exchanges Podcast Stock Exchanges Podcast
Cohort
Andrew Thomis, CEO of Cohort, joins Victoria Stevens for the latest episode of Stock Exchanges to explain how Cohort has scaled from an AIM-listed company to a group of seven specialist defence businesses and talk leadership and strategy. He also discusses the impact of the UK and its allies increasing defence spending in response to the War in Ukraine and Trump’s second terms as President and innovation in warfare, including AI and other technology.
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Samantha Gleave Samantha Gleave
Cashflow Champions remain attractively valued Following our most recent update to our core quantitative cash flow screens, we continue to view the European equity market outlook as positive.
icon 12 June 2025
Lionesses Storm Uru & Clare Pleydell-Bouverie
Who wins as value moves up the tech stack? A golden era for emerging B2C platforms AI supercharges consumer platforms into growth engines.
icon 10 June 2025
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Preventing irreversible damage from the climate crisis Driving climate action through sustained, science-aligned engagement.
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Fund updates

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Fund updates
Liontrust UK Growth Fund May 2025 review
icon 12 June 2025
Commentaries Economic Advantage
Fund updates
Liontrust Special Situations Fund May 2025 review
icon 12 June 2025
Commentaries Economic Advantage
Fund updates
Liontrust UK Smaller Companies Fund May 2025 review
icon 12 June 2025
Commentaries Economic Advantage

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Liontrust Views Spring 2025 edition
icon 7 May 2025
Magazines
Liontrust Views Winter 2025 edition
icon 4 March 2025
Liontrust Views Winter 2025
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Liontrust Views Autumn 2024 edition
icon 22 November 2024
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Podcasts

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Victoria Steven Victoria Stevens
Cohort - Andrew Thomis Andy Thomis, CEO of Cohort, joins Victoria Stevens for the latest episode of Stock Exchanges to explain how Cohort has scaled from an AIM-listed company to a group of seven specialist defence businesses and talk leadership and strategy.
icon 11 June 2025
Stock Exchanges podcast
Victoria Steven Victoria Stevens
Alpha Group - Morgan Tillbrook
icon 13 May 2025
Stock Exchanges podcast
Victoria Steven Victoria Stevens
Fever-Tree - Tim Warrillow In this episode of Stock Exchanges, Tim Warrillow, CEO and Co-Founder of Fever-Tree Drinks, shares the entrepreneurial journey behind the company’s rise to success, including the challenges of sourcing the highest quality ingredients from around the world and building a brand that thrives in an increasingly competitive market.
icon 20 March 2025
Stock Exchanges podcast

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