Cashflow Solution team
James Inglis-Jones and Samantha Gleave jointly manage the Cashflow Solution range of funds having first worked together in 1998. James previously managed funds at Fleming Investment Management, JP Morgan Fleming and Polar Capital. Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.
Economic Advantage team
Anthony Cross joined Liontrust from Schroders in 1997 and launched the UK Smaller Companies Fund a year later. Anthony’s co-managers on the Economic Advantage range of UK equity funds are Julian Fosh (formerly Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Society and Saracen Fund Managers), Victoria Stevens (who joined from FinnCap), Matt Tonge (previously on the Liontrust dealing desk), Alex Wedge (who joined from N+1 Singer), Natalie Bell (previously on the Liontrust Responsible Capitalism team) and Alex Game (who joined from Unicorn Asset Management).
Global Equities team
The Global Equities team is headed by Mark Hawtin, who has 40 years of investment experience, including managing global equity long only and long/short funds. Mark joined Liontrust in 2024 to create the Global Equities team along with David Goodman, Kevin Kruczynski and Pieran Maru. The four managers run a range of long only and long/short equity funds. Ewan Thompson and Tom Smith joined Liontrust in 2019 and manage emerging markets equity funds and the Japan Equity Fund.
Global Fixed Income team
Before joining Liontrust in early 2018, Phil Milburn worked at Kames Capital for 14 years, where he was Head of Investment Strategy. Donald Phillips also joined Liontrust in 2018 and was previously an investment manager in the Credit team at Baillie Gifford and worked with Phil at Kames Capital for three years. Sharmin Rahman joined Liontrust in August 2022 having previously worked at AXA Investment Managers where she had been a Senior Portfolio Manager and Analyst in the European High Yield team. Emma Veitch joined Liontrust in July 2022 having previously worked at Aegon Asset Management before taking a career break.
Global Fundamental team
Headed by Imran Sattar, the Global Fundamental team has a strong track record of active management of equities for institutional, intermediaries and their clients since 2002. In 2020, the Global Fundamental team was appointed to manage the Edinburgh Investment Trust.
Global Innovation team
Storm Uru founded the Global Innovation investment process in 2017 and was joined by Clare Pleydell-Bouverie and James O’Connor to form the Liontrust Global Innovation team. The team manage the Liontrust Global Dividend, Liontrust Global Innovation and Liontrust Global Technology funds. Storm and Clare are the lead fund managers across the range supported by James. Storm Uru has 13 years’ industry experience and holds a degree in finance from Massey University and an MBA from Oxford University, Clare Pleydell-Bouverie has 9 years of industry experience and holds a degree in history from Oxford University and James O’Connor has 10 years of industry experience and holds a degree in psychology and economics from Harvard University and a degree in education research from Oxford University.
Multi-Asset team
Headed by John Husselbee since joining Liontrust in 2013, the team comprises of three investment managers and a fund analyst. Deputy Head James Klempster joined from Momentum Global Investment Management, Anthony Chemla joined from atomos (previously Sanlam Investments) and David Salisbury joined from 4 Shires Asset Management.
Sustainable Investment team
The team has been managing the Sustainable Future funds for more than 22 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors.
