Liontrust

Dec 2024 → Jun 2025 · Publishes quarterly · 10 funds

Our archive holds 12 letters from Liontrust, behind 15 investment theses. Every quote below is copied verbatim from the letter it came from.

Liontrust’s own letters page

Letters

Companies

Moves

Theses

Theses · 15

GlobalData
June 2025
GlobalData is a leading provider of business-critical research and analytics with a strong subscription-based revenue model and deep intellectual property assets, now supported by Liontrust UK Growth Fund amid recent takeover interests.
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Ingersoll Rand
June 2025
Ingersoll Rand is a key player in enhancing resource efficiency by providing energy-efficient compressors essential for manufacturing processes, offering significant potential for reducing electricity expenses.
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Integrafin
June 2025
Integrafin is a leading UK investment platform that differentiates itself through high client service levels, proprietary technology, and strong recurring fee income, boasting a 16.6% cash flow return on invested capital.
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Apollo Global Management
March 2025
Apollo Global Management is well-positioned to capitalize on market volatility and deliver long-term growth through its resilient business model and strategic investments in private credit.
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CoreWeave
March 2025
CoreWeave is a rapidly growing next-gen cloud provider for generative AI, significantly outperforming expectations and securing major enterprise contracts while poised for substantial earnings growth.
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Doximity
March 2025
Doximity is the largest professional network and telehealth platform for healthcare professionals in the US, boasting over 80% of US doctors as verified members, and is well-positioned for strong cash flows and earnings growth despite recent share price declines.
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Eli Lilly
March 2025
Eli Lilly is well-positioned for strong returns due to robust financials, a growing GLP-1 market, and a promising oral GLP-1 portfolio, despite recent fluctuations and competition.
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FICO
March 2025
FICO is a high-quality global data analytics innovator with strong growth potential, having recently become an attractive investment following a significant share price drop, despite some near-term challenges.
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Lemonade
March 2025
Lemonade is revolutionizing the insurance industry through its AI-driven platform, achieving significant revenue growth while maintaining flat costs and providing exceptional customer service.
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Shopify
March 2025
Shopify is revolutionizing e-commerce by empowering businesses with digital tools, enabling them to compete against established brands and adapt to the evolving market landscape shaped by AI.
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Cloudflare
March 2025
Cloudflare is a rapidly growing global cloud platform with a vast network that enhances web security and performance, showing consistent revenue growth and strong enterprise demand for its services.
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Intuit
March 2025
Intuit is leveraging AI advancements and strong growth in its Consumer Group to enhance efficiency and customer offerings, leading to significant revenue and EPS increases while positioning itself for future success in the AI-defined software era.
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Letter archive · 12

2025

2024

Funds · 10

Liontrust GF UK Growth Fund2
Liontrust Global Smaller Companies Fund2
Liontrust GF Global Alpha Long Short Fund1
Liontrust GF Global Dividend Fund1
Liontrust GF Global Innovation Fund1
Liontrust GF Global Technology Fund1
Liontrust GF Special Situations Fund1
Liontrust GF Sustainable Future Global Growth Fund1
Liontrust GF Sustainable Future Pan European Growth Fund1
Liontrust GF Sustainable Multi Asset Global Fund1

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