Introduction to Liontrust - Flipbook - Page 5
Our approach to investment
and the power of process
We believe investment processes are key to long-term performance and effective risk
control. Our fund managers are truly active in applying their investment processes.
There is no house view – 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.
Documenting an investment process means you, as an investor in our funds and
portfolios, know exactly how each team manages your money.
Liontrust ensures that appropriate and prudent levels of risk are taken to meet the
investment objectives and policies of all our funds.
In general, risk within a fund is controlled and monitored in two ways: the
investment process and predetermined risk controls.
Our fund management teams
Our fund management teams invest in the following asset classes:
Global Equities, Global Fixed Income, Sustainable investment
funds, and Multi-Asset portfolios and funds.
“
“
The whole business is anchored in
process. Performance is not predictable,
investment processes are. What we are
trying to do is increase the probability
that the next decision is more likely to
be right than the last one.
John Ions
@LiontrustViews
@LiontrustFuture
Liontrust
INTRODUCTION TO LIONTRUST - 5