The Global Equity team | Who we are | Liontrust Asset Management PLC
Liontrust Global Equity Team

The Global Equity team

Robin Geffen and James Dowey

The team

The Liontrust Global Equity team manages 19 active funds and has an average of 12 years’ investment experience between them. Led by Robin Geffen (right), who is the architect of the investment process, supported by James Dowey (left), the team manages a range of actively managed global, regional and emerging markets funds. The funds are all managed according to the same investment process, which is founded on collaborative idea generation, a culture of investing with conviction and three silo portfolio construction. The team transferred to Liontrust in October 2019 as part of the acquisition of Neptune Investment Management.

Global Equity Team

The Global Equity Process

The fund managers believe the key to generating long-term outperformance is through high conviction, long-term, research-led company selection. When combined with the team’s portfolio construction, this approach can drive returns that are largely uncorrelated to the successes and failures of popular investment styles such as growth (investing in growing companies) and value (holding relatively cheap companies).

Read more

What is the outlook for US dividends?

George Boyd-Bowman

George Boyd-Bowman examines why the degree of dividend cuts may differ in the US from the UK. Read more

Latest fund updates

Global Equity team

Read the latest fund updates from the Global Equity team.

Read more

UK domiciled  

European Opportunities Fund

Global Smaller Companies Fund

Key Risks 


Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. Investment in funds managed by the Global Equity (GE) team may involve investment in smaller companies - these stocks may be less liquid and the price swings greater than those in, for example, larger companies. Investment in funds managed by the GE team may involve foreign currencies and may be subject to fluctuations in value due to movements in exchange rates. The team may invest in emerging markets/soft currencies or in financial derivative instruments, both of which may have the effect of increasing volatility. Some of the funds managed by the GE team hold a concentrated portfolio of stocks, meaning that if the price of one of these stocks should move significantly, this may have a notable effect on the value of that portfolio.

Disclaimer

The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 

Source: Financial Express. Total return, bid-to-bid. This page is showing performance data and information for an income producing share class. Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results.

Back to top