Welcome to the Liontrust website for institutional investors. Liontrust has a long history of managing investments on behalf of institutions and their clients, members and policyholders. These include pension funds (both defined contribution and defined benefit schemes), insurance companies and local government authorities.

Liontrust’s investment capabilities have been demonstrated by the number of awards the company and our fund management teams have won in recent years. This includes winning UK Manager of the Year at the Financial News Asset Management Awards 2022.

Through this website, you can read about the processes and capabilities of our investment strategies for institutional investors. You can also find the latest thinking and insights of our investment teams, including the Sustainable Investment team’s Annual Review, and the Liontrust team that works with institutional investors.

Liontrust strategies for institutional investors

We work in partnership with institutional investors to have a positive impact on their members and policyholders, seeking to help them reach their financial objectives over the long term.

To achieve this, Liontrust focuses on those areas of investment in which we have particular expertise. We believe in the benefits of active fund management over the long term and all our fund managers are truly active. Liontrust has seven fund management teams investing in Equities (globally and regionally), Global Fixed Income, Sustainable Investment and Multi-Asset portfolios and funds.

Each of our investment teams applies distinct and rigorous investment processes to the management of funds and portfolios that ensure the way we manage assets on behalf of institutional clients is predictable and repeatable. Our fund managers are independent thinkers and have the courage of their convictions in making investment decisions.

Investment strategies

Cashflow Solution

James Inglis-Jones and Samantha Gleave jointly manage the Cashflow Solution equity strategies having first worked together in 1998. James previously managed funds at Fleming Investment Management, JP Morgan Fleming and Polar Capital. Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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Economic Advantage

Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony's co-managers on the Economic Advantage range of UK equity funds are Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer), Natalie Bell (previously on the Liontrust Responsible Capitalism team), Alex Game (who joined from Unicorn Asset Management) and Bobby Powar who joined from Artemis in 2024.

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Global Equities team

Mark Hawtin, David Goodman, Kevin Kruczynski and Pieran Maru joined Liontrust in April 2024 to form the Global Equities team. All four previously worked together at GAM Investments, where they were responsible for managing global long only and long/short funds investing in disruptive growth and technology. Mark was a partner and portfolio manager with Marshall Wace Asset Management for eight years, including managing one of Europe’s largest technology, media and telecoms hedge funds. Before joining GAM in 2009, David held senior positions at SEB, Marshall Wace, Instinet Alpha and Pali International. Kevin moved to GAM in 2016 from THS Partners and was previously at Cazenove Capital and Merrill Lynch Investment Managers while Pieran joined the team in 2017.

Global Fundamental

Headed by Imran Sattar, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. In 2020, the Global Fundamental team was appointed to manage the Edinburgh Investment Trust.

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Sustainable Investment

The team has been managing the Sustainable Future funds for more than 22 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors.

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