Introduction to Liontrust - Flipbook - Page 3
About Liontrust
Liontrust is a specialist fund management company that takes pride in having
a distinct culture and approach to running money. Our purpose is to enable
investors to enjoy a better financial future.
Liontrust’s values are:
EXCELLENCE
Liontrust strives for excellence in its products, service and
professionalism. It prides itself on the quality of its fund
management teams and the knowledge and ability of its staff
across the business. The Group provides first-class service,
is transparent about the management of its funds, portfolios
and its business, and communicates clearly and frequently.
COURAGE
Liontrust does not follow the herd and has the courage to
have independence of thought. The Group’s fund managers
have the courage of their convictions and have differentiated
and robust investment processes. The business has the
courage to follow the rules, make decisive decisions and to
be innovative and nimble.
RESPONSIBILITY
Everyone at Liontrust is personally accountable for their
commitments, actions and for delivering on their promises.
Staff are responsible for supporting each other, collaborating
and being open to challenge and debate. All staff have
a responsibility to act in the best interests of investors
and shareholders. The Group seeks to uphold the highest
standards of integrity in all of its actions.
What makes Liontrust distinct?
• The company launched in 1995 and was listed on the London
Stock Exchange in 1999
• We are an independent business with no corporate parent, our
head office is on the Strand in London and we have offices in
Edinburgh and Luxembourg
• Our fund managers have the freedom to manage their portfolios
according to their own investment processes and market views
without being distracted by other day-to-day aspects of running
a fund management company
• Staying true to their documented investment processes helps to
create an in-built risk control for our fund managers, especially
in more challenging environments, by preventing them from
investing in companies and funds for the wrong reasons
• We aim to treat investors, clients, members, employees,
suppliers and other stakeholders fairly and with respect. We
are committed to the Principles of Treating Customers Fairly
(TCF) and they are central to how we conduct business across
all our functions
The United Nations Principles for Responsible Investment
(UN PRI) is a global initiative for international investors to
implement the six principles. The objectives are to understand
the implications of sustainability for investors and support
signatories to incorporate these principles into their investment
decision making and ownership practices. As a PRI Signatory,
Liontrust Investment Partners LLP commits to completing the PRI
Reporting Framework on an annual basis. For more information
about UN PRI and the six principles, please visit unpri.org
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