Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 40
SUSTAINABLE INVESTMENT (EQUITY AND FIXED INCOME) TEAM
INVESTMENT BELIEFS
Sustainable companies have better growth over the longer
term and are more resilient over the longer term than the
market gives them credit for.
In supporting sustainable companies (defined by the team’s
investment process), the team can accelerate environmental
and social improvements.
The team aims to invest in strong growth trends defined by
their 20 sustainable themes. Each of these themes contributes
a cleaner, healthier and safer planet.
QUICK FACTS
Funds managed by this team equate to approximately 34.4%
of Liontrust’s AuMA (as at end December 2022)
17-member team led by Peter Michaelis
Team manages a range of equity, fixed income and managed
funds using its Sustainable Future investment process
Team’s investment process has been applied to the
management of its funds since 2001
ENGAGEMENT
The team excludes investment in companies with activities that
are harmful to the planet and/or people, such as fossil fuels,
tobacco, arms and gambling.
The team aims to invest in businesses that proactively manage
their interactions with society and the environment, including
in such areas as customer relationships, employee satisfaction
and retention, supply chains, energy efficiency, waste
reduction and material recycling.
The team selects investments that are: aligned with the
sustainable investment themes; have strong management of
sustainability exposures; are able to generate strong returns
as they grow; and whose shares offer significant valuation
upside on a five year perspective.
Team undertakes engagement with companies to:
Provide greater insight
Help to identify leading companies in terms of practices
Encourage better business practices to maintain or enhance
the value of the asset
DIFFERENTIATOR
All of the sustainable elements in the team’s investment
process are fully integrated within the team. Every team
member is responsible for all aspects of financial and ESG
analysis relating to an investment.
MORE INFORMATION
Available at: https://www.liontrust.co.uk/fund-managers/
sustainable-investment
40 - Responsible Capitalism Report 2022