Liontrust Assessment of Value Report - Flipbook - Page 10
Corporate culture
Liontrust’s purpose is to have a positive impact on our clients, stakeholders and
society. We aim to achieve this by providing the environment which enables our
fund managers and staff to flourish, helping our clients achieve their financial goals,
supporting companies in generating sustainable growth, and empowering and
inspiring the wider community.
This purpose is embedded in the culture and values at Liontrust.
Our corporate culture adds value to investors through helping to
attract and retain talented and diverse staff and then enabling them
to flourish. This includes our fund managers who have expertise in
their respective asset classes and who use rigorous and repeatable
investment processes.
to contributing to and benefiting the wider society, including
through sustainability, financial education, diversity and equality.
The commitment to excellence produces a focus on exceptional
service and support for investors. Excellent service is achieved
through the quality of the people who work at Liontrust. We are
continually investing in our staff’s training, qualifications and
development, and the success of this is shown by the relatively
high retention of employees at Liontrust.
Liontrust wants to empower young people to feel confident about
dealing with money and to budget, which is why we joined with
the Newcastle United Foundation on Financial Football. We have
seen a significant increase in children’s engagement with numeracy
through this project.
Liontrust’s values are:
Courage
We do not follow the herd and have the courage to have
independence of thought. Our fund managers have the courage
of their convictions and have differentiated and robust investment
processes. The business has the courage to do the right thing,
make decisions and to be innovative and nimble.
Excellence
We strive for excellence in our products, service and people so we can
have a positive impact on clients and stakeholders. We pride ourselves
on the quality of our fund management teams and the knowledge and
ability of our staff across the business. We provide first-class service
and are transparent about the management of our funds, portfolios
and the business, communicating clearly and frequently.
Good Citizenship
We seek to be a responsible company and investor. We uphold
the highest standards of integrity in all of our actions, treating staff,
clients and stakeholders fairly and with respect. We are committed
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This commitment to contributing to and benefiting the wider society
includes a primary schools project in Newcastle to use football
and interactive games to help improve children’s numeracy.
Liontrust has also partnered with 10ticks to enable them to deliver
worksheets and new digital maths education to primary schools
across the UK. 10ticks has around 8,000 worksheets suitable for
primary schools covering the entire maths curriculum.
During the Covid-19 lockdown, Liontrust gave extra support to
our existing community partners to provide enhanced help to the
homeless, those people requiring foodbanks, young unemployed
seeking jobs, the elderly and animal conservation.
Our approach to investment
The way we approach investment management is key in
helping investors to achieve their financial goals and
supporting companies in generating sustainable growth.
The quality and performance of our fund management teams
is one of our key potential competitive advantages. Liontrust
focuses only on managing funds and
portfolios in which we have particular
expertise and by teams with rigorous
investment processes.