Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 102
GLOBAL INNOVATION TEAM
INVESTMENT PHILOSOPHY
The team believes innovation is a major driver of stock returns
This is demonstrated by academic evidence and reflected in
the team’s own experience
Innovative companies achieve higher long-term stock returns
because:
1. Innovative companies achieve superior growth
2. Innovative companies build superior barriers to competition
3. Innovative companies are resilient and adaptable in
tough times
TEAM FACTS
Team manages approximately 2% of Liontrust’s AuMA (as at
end December 2023)
Team is led by Storm Uru and James Dowey
Team manages the Liontrust Global Innovation Fund, the
Global Dividend Fund and, since February 2023, the Global
Technology Fund
Team’s investment process originated in 2017
MORE INFORMATION
Available at: https://www.liontrust.co.uk/fund-managers/
global-innovation
102 - Responsible Capitalism Report 2023