Liontrust is a specialist active asset manager that was launched in 1995, is listed on the London Stock Exchange and has a clear approach to investment.
Each of the seven investment teams at Liontrust are focused on active management, distinct, robust and repeatable investment processes, high-conviction investing (benchmark agnostic), long-term investing and engagement with investee companies and clients.
Each investment team applies distinct processes, which are rigorous and documented, to managing funds and portfolios to ensure the way they manage assets is predictable and repeatable and to prevent them from investing in stocks and portfolios for the wrong reasons.
Liontrust fund managers have the courage of their convictions in making decisions, ensuring our funds and portfolios are truly actively managed for the long-term benefit of our clients.
Each of the investment teams takes a long-term approach to managing their funds and portfolios through applying their distinct investment processes.
Liontrust focuses on those areas of investment in which the Group has particular expertise.
The investment teams are committed to engaging with their investee companies and clients.
Liontrust’s fund managers can concentrate on managing their funds and portfolios without being distracted by other day-to-day aspects of running an asset management business.
The Liontrust brand is accessible and engaging and represents our values of courage, power, pride.
Liontrust takes pride in acting in the best interests of clients and delivering good customer outcomes at all times. Liontrust seeks to empower its staff to fulfil their potential and foster an environment in which everyone is engaged. Liontrust believes in the power of promoting diversity and inclusion across the business.
Liontrust focuses on financial education, providing opportunities for young people and wildlife conservation. The Liontrust Foundation was also established as a separate legal entity in 2024 to promote Social Mobility and Entrepreneurship, and Conservation and Nature Recovery.
Liontrust believes investment processes are key to long-term performance and effective risk control. This is because:
Staying true to their documented investment processes helps to create an in-built risk control for our fund managers, especially in more challenging environments, by preventing them from investing in companies and funds for the wrong reasons.
Documenting an investment process means you, as an investor in our funds and portfolios, know exactly how each team manages your money.
Liontrust ensures that appropriate and prudent levels of risk are taken to meet the investment objectives and policies of all our funds. In general, this is achieved through the investment process and predetermined risk controls.
Liontrust’s central and strong commitment to clients is shown in our strategic objectives, purpose and values.
The company’s first strategic objective is to Continue to enhance the client experience and outcomes, including through investment and insights; access to the investment teams; excellent client service; clear, regular and engaging communications and digital support; and helping professional intermediaries achieve their suitability and Consumer Duty responsibilities.
The other three strategic objectives are:
The FCA introduced the Consumer Duty in July 2023 to improve levels of protection for retail customers. The Consumer Duty sets the standard of care that firms should give to customers in retail financial markets.
Liontrust’s decision to make the enhancement of client experience and outcomes its first strategic objective reflects the strong commitment to meeting the FCA’s evolving Consumer Duty requirements. Consumer Duty is embedded within Liontrust’s culture and everyday activities, and it is also reflected in staff performance objectives.