MARKETING - The PRIDE Magazine by Liontrust - Flipbook - Page 3
FROM T H E ED I TOR
ROAD TO PROSPERITY
The number of people
being killed on UK roads has fallen from just
under 6,000 in 1980 to just above 1,500.
This is despite the fact there has been a
significant increase in traffic over the past
three decades.
SIMON HILDREY
Chief Marketing Officer
While this is an uplifting statistic, you may
wonder what this has to do with investment.
Well this is an example of how technological
developments can improve people’s lives,
in this case by saving them, and may also
benefit investors.
Improving safety is joined by electrification
as two key trends for our rapidly changing
cars and these two complementary themes
come together in Active Safety, which
includes automatic electronic braking,
forward collision warning and even the
prospect of fully autonomous driving.
These long-term trends require a significant
increase in semi-conductor content in a car
and the leading provider is a company called
Infineon, which is held in funds managed by
the Liontrust Sustainable Investment team. This
team invests in well run companies whose
products and operations capitalise on such
transformative trends and should therefore
benefit financially. You can read about their
THE PRIDE
has been produced by Liontrust
Fund Partners LLP, which is
authorised and regulated by
the Financial Conduct Authority
(518165). The registered office
is 2 Savoy Court, London
WC2R 0EZ.
Past performance is not a
guide to future performance.
Do remember that the value of
an investment and the income
from it can fall as well as rise
and you may not get back the
amount originally invested.
If you have any doubts about
the suitability of an investment,
please consult a financial adviser.
The data and statistics quoted in
this magazine were correct at the
time of going to press.
investment philosophy and sustainability on
pages six and seven of this first issue of
The Pride.
We have launched this new magazine to
provide you with insight into the thinking of
our fund management teams and to keep
you updated with developments at Liontrust.
In this first issue, we also profile James InglisJones and Samantha Gleave on pages
eight and nine, and they explain how they
seek to avoid the psychological pitfalls of
investment in managing their European and
Global equity funds.
On pages 10 and 11, John Husselbee,
who manages Multi-Asset portfolios,
explains why you should be expecting the
unexpected and look to take advantage of
the likely ebb and flow of stock markets.
Our community engagement programme will
feature in every issue of The Pride. On pages
20 and 21, we examine the conservation
work in Western India to protect Asiatic
lions that we are supporting through the
Zoological Society of London (ZSL).
We hope you enjoy reading The Pride and
find the articles interesting and insightful. We
welcome any feedback and suggestions,
please email us at thepride@liontrust.co.uk
CONTENTS
10 Expect the unexpected
4
12 Fund manager views
F EAT URE
What makes a fund manager?
MA C RO A N A LY SI S
TE A M TA L K
5 Stephen Bailey
18 She shoots, she scores...
6 Sustainable investments
20 ZSL - Asiatic lions
8 James Inglis-Jones and
22 Olly Russ and
M Y BEST INVESTME N T E V E R
COVER ST ORY
T EAM PROF ILE
Samantha Gleave
FOOTB A L L FI N A N C E
PA RTN E RSH I PS
FU N D MA N A GE RS’ D I A RY
Oisín O’Leary
Issue 1 Winter 2017 - TH E P R IDE - 3