Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 87
GLOBAL FUNDAMENTAL TEAM
INVESTMENT PHILOSOPHY/BELIEFS
The funds managed by the team have a variety of approaches.
The core of the team’s investment approach is deep,
fundamental research driven by original thinking to find share
price inflection points that can drive long-term performance.
The managers look for distinct inflection points and drivers of
returns for the different funds.
The funds (with the exception of the emerging markets
funds) undertake materiality assessments, engagement, and
assigning resiliency and conviction scores for each holding.
DIFFERENTIATOR
Team members use materiality assessments to integrate the
considerations of key risks and opportunities which may
include ESG risks/opportunities if material (or potentially
material in the future).
MORE INFORMATION
Available at: https://www.liontrust.co.uk/fundmanagers/
globalfundamental
TEAM FACTS
GFT manages approximately 12% of Liontrust’s AuMA (as at
the end of December 2023)
The team, led by James de Uphaugh (until February 2024
when he retired and Imran Sattar was promoted to Head of
GFT), manages UK Equity, Equity Income, Global Equity and
Emerging Markets portfolios.
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