About Sam
Sam Bealing is a Deputy Portfolio Manager on the Income fund as well as an analyst in the Global Fundamental team. Sam joined Liontrust in May 2022. Prior to joining Liontrust, Sam worked at UBS Investment Bank where he was a Director on the Specialist Equity Sales team covering Small & Midcaps and Real Estate. Sam holds a Bachelor of Arts degree in Economics and Management from Oxford University and is a CFA Charterholder.
Team insights
The team's funds
Global Fundamental Team
The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. The Fund aims to generate capital growth over the long term through a concentrated, actively managed UK equities portfolio.
Global Fundamental Team
The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. It aims to generate capital growth over the long term through an actively managed UK equities portfolio.
Global Fundamental Team
Edinburgh Investment Trust, which was launched in 1889, offers a high-conviction portfolio of UK equities. Imran Sattar aims to deliver long-term added value regardless of economic and market conditions.
Global Equities Team
The Fund seeks to invest in Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in China.
Global Equities Team
The Liontrust Balanced Fund is managed by Mark Hawtin and Kevin Kruczynski. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds.
Economic Advantage Team
The Fund, which has been managed by the Economic Advantage team since 2025, invests in global smaller companies which must have a minimum 3% equity ownership by senior management.
Global Equities Team
The Liontrust Global Alpha Fund is managed by Mark Hawtin and Pieran Maru. The fund managers aim to deliver Alpha (i.e. capital growth in excess of the MSCI AC World Index) by running an actively managed portfolio and investing in securities using a combination of economic, industry and stock specific analysis irrespective of a benchmark index.
Global Equities Team
The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in India.
Global Equities Team
The Fund seeks to identify Industry Leaders via a sector-by-sector analysis process, investing in companies that dominate their global industry. These stocks have exposure to faster growing regions, such as emerging markets.
Global Equities Team
The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across Latin American economies.
Global Equities Team
The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across emerging markets economies.
Global Fundamental Team
The Fund is constructed using a distinctive, flexible style encompassing elements of Growth and Value investing. This helps mitigate style bias and produces balanced portfolios, with a potential to perform across different market and economic cycles.
Global Equities Team
The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in Russia.
