72: How a relentless pursuit of the basics can give you an investment edge

John Ions, CEO of Liontrust Asset Management, talks about running a fund management business through a stock market crash, how the company transitioned to 100% working from home and the technologies and change of working practices he believes will outlive the pandemic. John also discusses the successful UK equity franchise; how responsible investing is here to stay and outlines his plans for the company and its future.
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Liontrust Asset Management was founded in London in 1995 and prides itself on the freedom it provides its fund managers to invest as they see fit. Liontrust’s managers typically make significant investments in their own portfolios, so there is a strong alignment of interest with unitholders. Its Elite rated funds are Liontrust Special Situations, Liontrust UK Smaller Companies, Liontrust UK Micro Cap and Liontrust Monthly Income Bond.

Read more about Liontrust’s Elite Rated funds

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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