Liontrust Responsible Capitalism Report 2022 - Flipbook - Page 32
Liontrust Sustainable Investment Team
Our Sustainable Investment team has been managing the Liontrust Sustainable Future funds
since February 2001 and has developed and honed its distinct investment process over
nearly two decades.
The team’s investment process fully integrates detailed sustainability
related analysis on individual companies, sustainability themes and
trends as well as a proactive engagement with companies these
funds invest in.
The team engages with companies on key ESG issues which gives
them greater insight, helps them to identify leading companies and
is used as a lever to encourage better business practices. In 2019,
the team met with 185 companies face to face (of 247 holdings
across the funds) and raised 245 key ESG issues over the year.
The SF Annual Review 2019 summarises these aspects and is
available here: http://liontrust.fund/sfreview19
Peter Michaelis
Head of Sustainable
Investment team
Equities
Simon Clements
Investment Manager
Equities
Mike Appleby
Investment Manager
Equities
Harriet Parker
Investment Manager
Equities
Laurie Don
Investment Manager
Equities
Martyn Jones
Investment Manager
Equities
Chris Foster
Investment Manager
Equities
Mingming Huang
Portfolio Manager Assistant
Equities
Stuart Steven
Head of Fixed Income
Fixed Income
Kenny Watson
Investment Manager
Fixed Income
Sinead Lennon*
Governance &
Stewardship Manager
*Sinead works closely with
the Sustainable Investment
team and supports other
Liontrust teams on governance
and stewardship issues
Aitken Ross
Investment Manager
Fixed Income
Jack Willis
Assistant Investment Manager
Fixed Income
32 - Liontrust Sustainability Report 2020
Hannah Jones
Portfolio Manager Assistant
Fixed Income