Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 65
GLOBAL FUNDAMENTAL TEAM
INVESTMENT BELIEFS
Team members have their own investment approaches,
ranging from quality growth to top-down macro to value
investing.
However, despite their differences in approach, all team
members have a core methodology. This includes undertaking
materiality assessments and engagement, and assigning
resiliency and conviction scores for each holding.
QUICK FACTS
Team joined Liontrust on 1 April 2022 (formerly Majedie Asset
Management)
ENGAGEMENT
Materiality assessments help the team understand each
holding’s key exposures. The key issues (risks and opportunities,
including those that are ESG related) for each holding lead
the team’s engagements. These, along with any outcomes, are
tracked over time.
MORE INFORMATION
Responsible Capitalism Report 2021 https://www.liontrust.
co.uk/fundmanagers/globalfundamental
Global Fundamental team information https://www.
liontrust.co.uk/fundmanagers/globalfundamental
Manages approximately 13% of Liontrust’s AuMA (as at end
December 2022)
Team led by James de Uphaugh
Manages UK, Global, International and US portfolios
Team members use materiality assessment to integrate key
ESG risks and opportunities
Responsible Capitalism Report 2022 - 65