Fund managers | Who we are | Liontrust Asset Management PLC

Fund managers

The Asia team
The Asia team
 Mark Williams (right), Carolyn Chan (centre) & Shashank Savla (left)

Mark Williams has been managing money since 1993 and has previously run funds at F&C and Occam. Carolyn Chan started her career in 1992 and was previously at Hampton Investment Management before joining Liontrust. Shashank Savla began his career in financial markets in 2004 and has also previously worked in the Consumer Goods and Telecoms industries.

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Liontrust Cashflow Solution team
The Cashflow Solution team
 James Inglis-Jones & Samantha Gleave

James Inglis-Jones and Samantha Gleave first worked together in 1998. James has previously managed money at Fleming Investment Management, JP Morgan Fleming and Polar Capital while Samantha formerly worked at Sutherlands Limited, Fleming Investment Management, Credit Suisse First Boston and Bank of America Merrill Lynch.

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The Economic Advantage team
The Economic Advantage team
 Anthony Cross (centre-left), Julian Fosh (centre-right), Victoria Stevens (right) & Matt Tonge (left)

Anthony Cross has managed the Liontrust Special Situations and UK Smaller Companies Funds since launch and he started working with Julian Fosh at Liontrust in 2008. Julian has previously managed money at Scottish Amicable Investment Managers, Britannic Investment Managers, Scottish Friendly Assurance Society and Saracen Fund Managers. Victoria Stevens and Matt Tonge joined the team in 2015 to research and analyse investment opportunities primarily across the small cap universe.

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The European Income team
The European Income team
Olly Russ (right) & Oisin O’Leary (left)

Olly Russ joined Liontrust from Argonaut Capital in July 2016, having started his career at investment boutique Orbitex in 1998. Oisin O’Leary joined Liontrust in June 2017, having previously been an investment analyst at Argonaut Capital Partners across the company’s range of funds.

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Global Equity Team
The Global Equity team
Robin Geffen (right) & James Dowey (left)

The Liontrust Global Equity team manages 19 active funds and has an average of 12 years’ investment experience between them. Led by Robin Geffen, who is the architect of the investment process, supported by James Dowey, the team manage a suite of actively managed funds in the form of global and specialised regional portfolios. The entire fund range is 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.

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The Global Fixed Income team - David Roberts, Phil Milburn & Donald Phillips
The Global Fixed Income team
 David Roberts (left), Phil Milburn (right) & Donald Phillips (centre)

Before joining Liontrust in early 2018, David Roberts and Phil Milburn worked together at Kames Capital for 14 years, where David was Head of the Fixed income team and Phil was Head of Investment Strategy. They launched one of the first strategic bond funds in 2003 and have been investing in high yield on a global basis since 2003. Donald Phillips was previously an investment manager in the Credit team at Baillie Gifford and worked with David and Phil at Kames Capital for three years.

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The Macro-Thematic team
The Macro-Thematic team
 Stephen Bailey (left) & Jamie Clark (right)

Stephen Bailey started his career in the mid-1980s and joined Walker Crips in 1987 as investment director. Jamie Clark joined Walker Crips in 2003 and prior to that was a Junior Proprietary Trader at First New York Securities. Jamie Clark became co-manager of the Macro funds in 2007.

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The Multi-Asset team
The Multi-Asset team
John Husselbee (right) & Paul Kim (left)

John Husselbee and Paul Kim are two of the most high-profile multi-asset managers. John launched the portfolio management service at Rothschild Asset Management, was Director of Multi-Manager at Henderson Global Investors, where he was responsible for portfolio construction and fund selection of a range of portfolios totalling over £650 million, and founded North Investment Partners. Paul was instrumental in setting up Investment Manager Selection Ltd (IMS), was Head of Fund Selection and Multi-Manager at Liverpool Victoria Asset Management (LVAM) and has also managed portfolios at Capel Cure Myers, Sun Life Portfolio Counselling Services (AXA Sun Life), Christie Group Investment Management and Spencer Thornton Investment Management Services.

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The Sustainable Investment team - Equities
The Sustainable Investment team - Equities
Peter Michaelis (centre), Simon Clements (right) & Neil Brown (left)

Peter Michaelis, Simon Clements and Neil Brown are the lead managers of the Liontrust Sustainable Future Equities Process. The team transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and were previously running the Sustainable Future Fund range at Aviva Investors.

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The Sustainable Investment team - Fixed Income
The Sustainable Investment team - Fixed Income
Stuart Steven (centre), Kenny Watson (left) & Aitken Ross (right)

Stuart Steven, Kenny Watson and Aitken Ross transferred to Liontrust from ATI in April 2017. Stuart was previously Investment Director at Scottish Widows Investment Partnership. Kenny was formerly at Ignis Asset Management where he was responsible for the sub investment grade bond portfolios. Aitken started his career in the graduate scheme at ATI.

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