Introduction to Liontrust - Flipbook - Page 15
They have been managing equity funds for institutional investors,
professional advisers and their clients since 2002. The team’s
offering initially focused on UK equities but expanded in 2007
to include a global long/short equity fund and again in 2014 to
include US, global and international equities strategies. The team
has expanded since joining Liontrust through consolidation of the
global equity teams. This led to the Global Equity team and funds
becoming part of the Global Fundamental team, with the former
reporting to Tom Record, who is responsible for global equities
within the enlarged Global Fundamental team.
James de Uphaugh was Chairman and Chief Investment Officer
at Majedie. Before co-founding Majedie in 2002, James had
been a managing director at Mercury Asset Management from
1988, where he was also Chairman of the UK Investment Group
and Alpha Team Leader. Chris Field managed funds for 20 years
at Majedie. Before co-founding Majedie in 2002, Chris was a
director at Mercury Asset Management (subsequently acquired
by Merrill Lynch, now BlackRock). Chris joined Rowan Investment
Managers (a predecessor firm to Mercury Asset Management) in
1980. Tom Record had managed funds at Majedie for eight years.
Before joining Majedie in 2014, Tom had been an investment
manager at Baillie Gifford, where his team was responsible for
managing institutional portfolios with combined international equity
assets of $30 billion. While at Baillie Gifford, he also managed a
selection of global emerging market funds.
Matthew Smith had managed funds at Majedie for 16 years. Before
joining Majedie in 2006, Matthew was a director at Deutsche Bank,
where he was Pan European Support Services Analyst. Until 2004,
he had been a Director and Transport Analyst at Credit Suisse. Prior
to that, Matthew was a fund manager and analyst at NPI who he
joined in 1994 and where he managed the NPI UK Extra Income Unit
Trust. Before joining Majedie in 2018, Imran Sattar was a managing
director and fund manager at Blackrock, where he managed UK equity
funds with combined UK equity assets of over £2 billion. Imran joined
Mercury Asset Management in 1997 (now Blackrock). Tom Morris
was an equity analyst and fund manager at Majedie for 13 years
and Hong Yi Chen was an equity analyst and co-fund manager at
Majedie for 12 years. Dan Ekstein was an equity analyst at Majedie
for three years and prior to that worked at UBS Investment Bank where
he was Head of European Food Retail Equity Research and previously
a director of Oil and Gas Equity Research.
Ewan Thompson, Thomas Smith, Ruth Chambers and George
Boyd-Bowman joined Liontrust as part of the acquisition of Neptune
Investment Management in October 2019. Prior to joining Neptune
in 2006, Ewan worked as an editor for Yale University Press. Ruth
was a field engineer for Schlumberger before working as an oil
& gas equity research associate for Bank of Montreal. Thomas
has a Master’s degree in Chemistry from Oxford University and
George has a first-class degree in Economics and Management
from Oxford University.
JAMES DE
UPHAUGH
CHRIS FIELD
DAN EKSTEIN
ED JEANS
EMILY BARNARD
HONG YI CHEN
IMRAN SATTAR
MATTHEW SMITH
TINGER WEN
TOM HOSKING
TOM MORRIS
TOM RECORD
CHRIS TAYLOR
GEORGE
BOYD-BOWMAN
EWAN THOMPSON
SAM BEALING
THOMAS SMITH
RUTH CHAMBERS
Liontrust investment teams and funds - 15