Introduction to Liontrust - Flipbook - Page 22
Sustainable Investment team
The team has been managing the Sustainable Future (SF) funds for
more than 21 years. A key differentiator is the fact all the sustainable
elements are fully integrated within a single team.
The team is headed by Peter Michaelis, who was previously
Head of SRI at Aviva Investors and has been managing the
SF funds since launch. The fund managers all joined from
Alliance Trust Investments (ATI) as part of its acquisition and
were previously running the Sustainable Future fund range at
Aviva Investors. The other lead equity managers are Simon
Clements (who was formerly Head of Global Equities at Aviva
Investors) along with Martyn Jones and Chris Foster who joined
the management training programme at ATI as graduates. Fixed
Income investments are managed by Stuart Steven, who was
formerly Investment Director at Scottish Widows Investment
Partnership, Kenny Watson (formerly at Ignis Asset Management),
Aitken Ross and Jack Willis. Harriet Parker leads on engagement
activities across the team.
PETER MICHAELIS
SIMON CLEMENTS
MARTYN JONES
CHRIS FOSTER
MIKE APPLEBY
HARRIET PARKER
LAURIE DON
STUART STEVEN
KENNY WATSON
AITKEN ROSS
JACK WILLIS
HANNAH MUIR
MINGMING
HUANG
22 - Liontrust investment teams and funds
DEEPESH
MARWAHA
NANCY
KONDELIDOU
ED PHELPS
SARAH NOTTLE