Liontrust Asset Management

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.

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.