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Fund manager

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Anthony Cross

In defence of the UK market

Some high profile private equity takeovers and recent underperformance has cast the UK stock market in a negative light. However, Anthony Cross believes the UK market continues to be home to a number of exciting companies and a resurgence of new entrants are providing fresh investment opportunities. Read more
Anthony Cross

Our key investment mantras

The Liontrust Special Situations Fund celebrated its 15th birthday last week. Anthony Cross reflects on 9 rules and beliefs of investing that have served the Fund and its investors well since 2005. Read more
Anthony Cross

If cash is king, then the stockmarket is kingmaker in a crisis

Over the last 10 years, the number of companies on the UK Main Market and AIM has dropped from 2,745 to 2,006. While this de-equitisation trend is undesirable, Anthony Cross explains why equity will always have a substantial role to play in company financing, as shown during the coronavirus crisis. Read more
Anthony Cross

Where investors should seek sanctuary from inflation

A key tenet of our investment process is the importance of barriers to competition. We have moulded our approach around the identification of characteristics which we believe allow companies to sustain profits in the face of competitive threats. It is this theoretical ability to generate a higher than average level of profitability for longer than expected which we refer to as Economic Advantage. Read more