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About us

Liontrust is a specialist active asset manager that was launched in 1995, is listed on the London Stock Exchange and has a clear approach to investment. Each of the seven investment teams at Liontrust is focused on:  

  • Active management 
  • Distinct, robust and repeatable investment processes 
  • High-conviction investing (benchmark agnostic) 
  • Long-term investing 
  • Engagement with investee companies and clients  

Meet the tea

Our values

Courage

Courage

Our fund managers have the courage of their convictions through their differentiated and rigorous investment processes

Power

Power

We believe the power of our investment processes are key to long-term performance and effective risk control

Pride

Pride

We pride ourselves on the quality of our investment teams and the knowledge and ability of our staff across the business

Our people

Our people

Liontrust's assets are our people. We pride ourselves on the quality of our people’s knowledge and ability and therefore their positive impact on investors and stakeholders. Liontrust is investing in their training, qualifications and development as part of our strategy to retain talented fund managers, partners and employees.
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Responsibility

People, planet and society

We aim to treat investors, clients, members, employees, suppliers and other stakeholders fairly and with respect. We are committed to the principles of Consumer Duty and they are central to how we conduct business across all our function.
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Celebrating World Lion Day 2017

Community engagement

There are three key objectives that we are aiming to achieve through the Liontrust community engagement programme. To raise financial awareness and literacy throughout society, provide opportunities for young people and wildlife conservation.
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Our approach to investment and the power of process

  • We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes.
  • There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views without being distracted by other day-to-day aspects of running a fund management company.
  • Staying true to their documented investment processes helps to create an in-built risk control for our fund managers, especially in more challenging environments, by preventing them from investing in companies and funds for the wrong reasons.
  • Documenting an investment process means you, as an investor in our funds and portfolios, know exactly how each team manages your money.
  • The fund managers invest in funds they run, which shows a belief in and a commitment to their investment processes and fellow investors.
  • Liontrust ensures that appropriate and prudent levels of risk are taken to meet the investment objectives and policies of all our funds.
  • In general, risk within a fund is controlled and monitored in two ways: the investment process and predetermined risk controls.

Consumer Duty

The FCA introduced the Consumer Duty in July 2023 to improve levels of protection for retail customers. The Consumer Duty sets the standard of care that firms should give to customers in retail financial markets.

Liontrust’s decision to make the enhancement of client experience and outcomes its first strategic objective reflects the strong commitment to meeting the FCA’s evolving Consumer Duty requirements. Consumer Duty is embedded within Liontrust’s culture and everyday activities, and it is also reflected in staff performance objectives.