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Liontrust Asset Management 
Financial services / Investment Management and Financial Services
At a Glance | Core Facts | Company Due Diligence: | Industry Due Diligence: | Competitors | Stock Swings | News | Income | Balance | Cash Flow | Growth | Enterprise | Ratios | Metrics | Dividends | Risks | SWOT | Porter's Five Forces | PEST | Score Positive | Clusters | Reports | WebOverview
Liontrust Asset Management is a UK-based independent asset management company that was founded in 1995. The company specializes in actively managed investment strategies and has a range of funds that invest in different asset classes, including equities, fixed income, multi-asset, and sustainable investing.
The company’s investment approach is centered around the concept of economic advantage, which they define as a company’s ability to consistently generate higher returns on capital than its peers. Liontrust’s investment team conducts thorough research to identify companies with this economic advantage and prudently invests in them on behalf of their clients.
Liontrust is listed on the London Stock Exchange and is a member of the Investment Association. The company manages assets for both institutional and individual clients, with a strong focus on long-term performance and delivering value to their clients.
Liontrust places a strong emphasis on responsible and sustainable investing, integrating environmental, social, and governance (ESG) factors into their investment process. They have a dedicated Sustainable Investment team that focuses on identifying companies that are aligned with their sustainable principles and have the potential for long-term growth.
In addition to managing funds, Liontrust also offers investment services for wealth management clients, including discretionary portfolio management, advisory services, and inheritance tax planning.
Overall, Liontrust is known for its disciplined investment approach, experienced team, and commitment to sustainable investing, making it a popular choice among investors looking for long-term growth opportunities.
The company’s investment approach is centered around the concept of economic advantage, which they define as a company’s ability to consistently generate higher returns on capital than its peers. Liontrust’s investment team conducts thorough research to identify companies with this economic advantage and prudently invests in them on behalf of their clients.
Liontrust is listed on the London Stock Exchange and is a member of the Investment Association. The company manages assets for both institutional and individual clients, with a strong focus on long-term performance and delivering value to their clients.
Liontrust places a strong emphasis on responsible and sustainable investing, integrating environmental, social, and governance (ESG) factors into their investment process. They have a dedicated Sustainable Investment team that focuses on identifying companies that are aligned with their sustainable principles and have the potential for long-term growth.
In addition to managing funds, Liontrust also offers investment services for wealth management clients, including discretionary portfolio management, advisory services, and inheritance tax planning.
Overall, Liontrust is known for its disciplined investment approach, experienced team, and commitment to sustainable investing, making it a popular choice among investors looking for long-term growth opportunities.
What is special about the company?
1. Sustainable and responsible investment focus: Liontrust is a pioneer in sustainable and responsible investment, integrating environmental, social, and governance (ESG) factors into their investment decisions. They have also developed their own sustainability framework, which guides their investment approach.
2. Long-term investment strategy: Liontrust takes a long-term view when it comes to investing, which they believe leads to better returns for their clients. They have a track record of successfully managing equities and multi-asset portfolios for their clients over the long term.
3. Active fund management: The company has a team of experienced fund managers who actively manage their portfolios rather than following a passive investment strategy. This dynamic approach allows them to take advantage of market opportunities and make adjustments to their portfolios as needed.
4. Diversified investment offerings: Liontrust offers a wide range of investment strategies across different asset classes, including UK equities, global equities, fixed income, multi-asset, and sustainable investment solutions. This allows investors to diversify their portfolios and minimize risk.
5. Award-winning performance: Liontrust has consistently delivered strong investment performance, winning numerous awards and accolades for their funds and investment strategies. This strong track record has earned them a reputation as a reliable and trusted investment provider.
6. Strong ethical values: The company is committed to ethical and responsible business practices, which are reflected in their investment approach and their corporate culture. They have been recognized for their commitment to responsible business practices, including being named one of the top 10 most caring companies in the UK.
7. Client-centric approach: Liontrust has a client-centric approach, focusing on building long-term relationships with their clients and understanding their individual needs and goals. This allows them to provide personalized investment solutions and exceptional customer service.
2. Long-term investment strategy: Liontrust takes a long-term view when it comes to investing, which they believe leads to better returns for their clients. They have a track record of successfully managing equities and multi-asset portfolios for their clients over the long term.
3. Active fund management: The company has a team of experienced fund managers who actively manage their portfolios rather than following a passive investment strategy. This dynamic approach allows them to take advantage of market opportunities and make adjustments to their portfolios as needed.
4. Diversified investment offerings: Liontrust offers a wide range of investment strategies across different asset classes, including UK equities, global equities, fixed income, multi-asset, and sustainable investment solutions. This allows investors to diversify their portfolios and minimize risk.
5. Award-winning performance: Liontrust has consistently delivered strong investment performance, winning numerous awards and accolades for their funds and investment strategies. This strong track record has earned them a reputation as a reliable and trusted investment provider.
6. Strong ethical values: The company is committed to ethical and responsible business practices, which are reflected in their investment approach and their corporate culture. They have been recognized for their commitment to responsible business practices, including being named one of the top 10 most caring companies in the UK.
7. Client-centric approach: Liontrust has a client-centric approach, focusing on building long-term relationships with their clients and understanding their individual needs and goals. This allows them to provide personalized investment solutions and exceptional customer service.
What the company's business model?
The Liontrust Asset Management company is a leading UK-based asset management firm that focuses on sustainable investing. Their business model is centered around three core principles:
1. Active Fund Management: Liontrust’s primary business is managing investment portfolios across a range of asset classes, including equities, fixed income, and cash. They use a bottom-up, research-driven approach to select investments that they believe will generate long-term outperformance for their clients.
2. Sustainable Investing: Liontrust has a strong focus on sustainable and responsible investing principles. They integrate environmental, social, and governance (ESG) factors into their investment processes to identify companies that are well-positioned to deliver sustainable growth and create long-term value for their investors.
3. Diverse Product Range: Liontrust offers a diverse range of investment products, including actively managed funds, ethical funds, and multi-asset funds. This allows them to cater to a broad range of investors with different risk profiles and investment objectives.
In addition to their core business, Liontrust also offers services such as investment management for institutional clients, discretionary portfolio management, and fund distribution. They also have a strong emphasis on client communication and education, providing regular updates and insights on market trends and investment strategies.
1. Active Fund Management: Liontrust’s primary business is managing investment portfolios across a range of asset classes, including equities, fixed income, and cash. They use a bottom-up, research-driven approach to select investments that they believe will generate long-term outperformance for their clients.
2. Sustainable Investing: Liontrust has a strong focus on sustainable and responsible investing principles. They integrate environmental, social, and governance (ESG) factors into their investment processes to identify companies that are well-positioned to deliver sustainable growth and create long-term value for their investors.
3. Diverse Product Range: Liontrust offers a diverse range of investment products, including actively managed funds, ethical funds, and multi-asset funds. This allows them to cater to a broad range of investors with different risk profiles and investment objectives.
In addition to their core business, Liontrust also offers services such as investment management for institutional clients, discretionary portfolio management, and fund distribution. They also have a strong emphasis on client communication and education, providing regular updates and insights on market trends and investment strategies.
Interesting facts about the company
1. Liontrust Asset Management is a UK-based independent asset management company, founded in 1994.
2. The company specializes in actively managed funds, using a range of investment strategies including sustainable investing, income, and growth.
3. Liontrust Asset Management’s mission is to deliver sustainable investment performance, while being responsible to clients, employees, shareholders, and the wider community.
4. The company has approximately 80 employees, including a team of over 30 fund managers and analysts.
5. Liontrust Asset Management is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
6. In 2021, Liontrust Asset Management acquired the US-based investment management firm, Walker Crips Asset Management, expanding its global reach.
7. The company has a wide range of clients, including retail investors, financial advisors, institutions, charities, and high net worth individuals.
8. Liontrust Asset Management has won numerous awards for its funds, including “Best Large Fund Group” in the Investors Chronicle and Financial Times 2020 Investment and Wealth Management Awards.
9. The company is committed to responsible investing, actively integrating environmental, social, and governance (ESG) factors into its investment process.
10. Liontrust Asset Management is also dedicated to giving back to the community through its charitable arm, the Liontrust Foundation, which supports a range of charities and initiatives related to conservation, education, and community development.
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2. The company specializes in actively managed funds, using a range of investment strategies including sustainable investing, income, and growth.
3. Liontrust Asset Management’s mission is to deliver sustainable investment performance, while being responsible to clients, employees, shareholders, and the wider community.
4. The company has approximately 80 employees, including a team of over 30 fund managers and analysts.
5. Liontrust Asset Management is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
6. In 2021, Liontrust Asset Management acquired the US-based investment management firm, Walker Crips Asset Management, expanding its global reach.
7. The company has a wide range of clients, including retail investors, financial advisors, institutions, charities, and high net worth individuals.
8. Liontrust Asset Management has won numerous awards for its funds, including “Best Large Fund Group” in the Investors Chronicle and Financial Times 2020 Investment and Wealth Management Awards.
9. The company is committed to responsible investing, actively integrating environmental, social, and governance (ESG) factors into its investment process.
10. Liontrust Asset Management is also dedicated to giving back to the community through its charitable arm, the Liontrust Foundation, which supports a range of charities and initiatives related to conservation, education, and community development.
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