Liontrust and the case for active management

Liontrust argues that active management delivers superior long-term results through rigorous, repeatable processes rather than a singular house view. By empowering managers to run high-conviction, benchmark-agnostic portfolios, the firm seeks to navigate challenging market environments while maintaining strict discipline in capital allocation and asset selection.

Editorial·October 26, 2026·reads: 360

Liontrust and the case for active management

The firm operates across equities, fixed income, sustainable, and multi-asset strategies, each defined by distinct methodologies. For instance, James Inglis-Jones and Samantha Gleave utilize the Cashflow Solution process for the Liontrust GF Pan-European Dynamic Fund, focusing on companies that generate surplus cash yet remain undervalued. Similarly, the Liontrust GF Global Technology strategy, led by Storm Uru and Clare Pleydell-Bouverie, targets innovative disruptors, while the High Yield Bond team, managed by Donald Phillips and Sharmin Rahman, exploits market inefficiencies through bottom-up analysis.

Beyond investment mechanics, Liontrust emphasizes transparency and client engagement. Listed on the London Stock Exchange since 1999, the group adheres to strict governance standards, which they believe fosters discipline and aligns employee incentives with shareholder interests. The firm also extends its reach through the Liontrust Foundation, launched in 2024 to support entrepreneurship and environmental recovery, alongside digital educational initiatives. By maintaining accessible managers and providing personalized reporting, the firm aims to sustain strong partnerships with institutional and professional investors across the Swiss market and beyond.