Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 97
CASHFLOW SOLUTION TEAM
INVESTMENT PHILOSOPHY
The managers believe cash flow is the most reliable guide
to future profitability and stock price valuation. As forecasts
are often unreliable, the scale of cash invested to support
forecasts is key.
The process invests in companies with strong cash flows and/
or are attractively valued on cash flow and run by company
managers committed to an intelligent use of cash flow.
Investments are based on detailed analysis of company report
and accounts.
The investment process allows the managers to vary the style
exposure of the fund to suit different market environments.
TEAM FACTS
Team manages around 6% of Liontrust’s total AuMA (as at the
end of December 2023)
Funds are managed by James Inglis-Jones and Samantha
Gleave
Team uses quantitative and qualitative factors in its investment
decisions and takes long and short positions in companies
MORE INFORMATION
Available at: https://www.liontrust.co.uk/fundmanagers/
cashflow-solution
Responsible Capitalism Report 2023 - 97