Liontrust European Strategic Equity Fund 5th Anniversary

5 Years of the Liontrust GF European Strategic Equity Fund

Liontrust European Strategic Equity Fund 5 Year Anniversary

The Liontrust GF European Strategic Equity Fund aims to achieve a positive absolute return over the long term through applying the Cashflow Solution investment process and taking a variable long/short approach to reflect the fund managers’ assessment of investment conditions. 

Managed by James Inglis-Jones and Samantha Gleave, the Fund has a track record of alpha generation through both stock selection and management of market exposure and low correlation with other asset classes and competitor funds. Since adopting a variable long/short approach on 25 April 2014, the Fund has matched the returns of the European market while taking much less risk.

For the long book, the managers invest in companies that are able to generate strong cash returns from their capital and appear cheap on those cash flows, and which are run by corporate managers committed to an intelligent use of capital.

The Fund sells short companies that are both expensive and struggling to generate cash, and are run by management teams investing heavily for future growth.

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Liontrust European Strategic Equity Fund 5th Anniversary Salesaid
5 Years of the Liontrust GF European Strategic Equity Fund
Find out more about the Liontrust GF European Strategic Equity Fund
Liontrust European Strategic Equity Fund 5th Anniversary
Why we’ve raised our net exposure
The Liontrust GF European Strategic Equity Fund has almost doubled its market exposure from 35% to 67%. James Inglis-Jones and Samantha Gleave explain what has driven this change.

The Cashflow Solution Process

The process is based on the belief the most important determinant of shareholder returns is company cash flows. The fund managers invest in companies that generate strong cash returns from their capital, appear cheap on those cash flows and are run by managers committed to an intelligent use of capital. There is historical evidence that combining the Cashflow Solution process with a yield discipline is capable of generating strong returns. Companies generating significant cash flows are in a good position to pay generous and rising dividends to shareholders.

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Liontrust Cashflow Solution team
The Cashflow Solution Team

James Inglis-Jones (left) and Samantha Gleave (right) have over 40 years of combined experience and first worked together in 1998. James has previously managed money at Fleming Investment Management, JP Morgan Fleming and Polar Capital while Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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Funds

Key Risks

Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Investment in Funds managed by the Cashflow Solution team involves foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The Liontrust European Growth Fund holds a concentrated portfolio of stocks, if the price of one of these stocks should move significantly, this may have a notable effect on the value of the respective portfolio. The Liontrust Global Income Fund's expenses are charged to capital. This has the effect of increasing dividends while constraining capital appreciation. The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.

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