Liontrust Investment Partners LLP
Liontrust Investment Partners LLP is a London-based asset management firm founded in 1995. The firm specializes in managing investment products and funds for institutions and intermediaries across a variety of strategies and asset classes. As of late 2023, it employs approximately 240 people, focusing on serving pooled investment vehicles and pension funds, primarily for non-U.S. clients.
Investment Strategy
Liontrust Investment Partners LLP employs a range of active investment strategies across equities, fixed income, and alternative asset classes. The firm is known for its focus on independent, team-based fund management, with each investment team adhering to its own clearly defined process and philosophy. The firm emphasizes fundamental research, bottom-up stock and bond selection, and robust risk controls to generate outperformance relative to benchmarks. Strategies include global equities, UK equities, sustainable investment, and multi-asset solutions, primarily catering to institutional and pooled fund clients.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPOT | SPOTIFY TECHNOLOGY SA | 4.34% | $303.3M | 395,226 | $767.34 | $767.34 | +$303.3M |
M MSFT | MICROSOFT CORP | 3.67% | $256.4M | 515,470 | $404.91 | $497.41 | +$55.3M |
V V | VISA INC CLASS A | 3.38% | $236.4M | 665,745 | $224.15 | $355.05 | -$20.8M |
C CDNS | CADENCE DESIGN SYSTEMS INC | 3.10% | $216.3M | 701,810 | $162.40 | $308.15 | +$9.4M |
G GOOGL | ALPHABET INC CLASS A | 2.96% | $206.8M | 1,173,531 | $135.55 | $176.23 | +$17.3M |