Liontrust Responsible Capitalism Report 2021 - Flipbook - Page 8
RESPONSIBLE CAPITALISM AND LIONTRUST’S HISTORY,
PURPOSE, AND STRATEGY
From the launch of Liontrust in 1995, the company has been
an independent business – independent in that it is owned by its
shareholders and not by other businesses -- and has been listed on the
London Stock Exchange since 1999.
Liontrust has never had a Chief Investment Officer (CIO), has always
focused on those areas of investment where it has expertise and
has provided investment teams with the freedom to manage their
funds and portfolios according to their own investment processes.
Each team must have robust and scalable investment processes
which help to create in-built risk controls.
For the first 11 years of its existence, Liontrust only offered funds
and mandates that invested in UK equities. This changed with
the formation of the Cashflow Solution team in 2006 and the
subsequent launch of European equity funds.
Since John Ions became Chief Executive in 2010, Liontrust has
grown significantly, with the pace accelerating after the acquisition
of the Sustainable Investment team from Alliance Trust Investments
in 2017. The different acquisitions over the years have enabled
Liontrust to broaden and diversify both its investment capability
and distribution.
LIONTRUST TIMELINE
1990s
2000s
1994 Founding and incorporation of Liontrust
2004 Bernard Asher is appointed Chair
1995 Liontrust launches with Vinay Abrol as the
first employee
2006 Cashflow Solution team forms and launches
European Growth (now Dynamic) Fund
1996 Ellen Windsor is appointed Chair
1997 Anthony Cross joins Liontrust from Schroders
1998 UK Smaller Companies Fund launches
1999 Liontrust lists on the London Stock Exchange
as Liontrust Asset Management PLC
8 - Responsible Capitalism Report 2022