Fund manager


Robin Geffen

Finding the next FAAMGs among global small caps

Anyone buying 304 shares in Amazon in 1997 for a total cost of around $526 would now be a dollar millionaire. In this article, Robin Geffen highlights how to identify the tech giants of the future. Read more
Robin Geffen

Finding the FAANGs of the future

The growth of mega tech companies has led the US market and accelerated due to Covid-19. Robin Geffen examines whether global small caps offer more attractive opportunities and the mega tech companies of the future. Read more
Robin Geffen

How to maintain dividends in the current market

Covid-19 has accelerated the trend towards dividend cuts in the UK. Robin Geffen, manager of the Liontrust Income Fund, analyses where cuts are most likely and one sector he favours. Read more
Robin Geffen

Geffen and Dowey: what we expect from global markets in 2020

Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey of the Liontrust Global Equity team provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Read more
Robin Geffen

Avoiding dividend risk – Imperial Brands

Around 60% of UK equity income funds own Imperial Brands. But Robin Geffen explains why the company is a perfect example of the dangers currently facing income investors: a stock with a high yield and yet a lowly covered dividend. Read more