Liontrust
Liontrust European Opportunities Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Liontrust for every strategy.
What it bought and sold
We bought a couple of companies which stand to benefit from an upswing in oil and gas investments – Tenaris and TGS.
We bought a couple of companies which stand to benefit from an upswing in oil and gas investments – Tenaris and TGS.
- New positionNovonesisSep 2026
We also established a position in Novonesis, the world leader in industrial enzymes, a company which is an indirect beneficiary of higher energy costs.
Also held
Its investment theses
- Gaztransport et TechnigazSep 2026Gaztransport et Technigaz benefits from higher energy prices and resilient demand for LNG carrier engineering solutions, supported by strong interim results and order intake.
- VAT GroupSep 2026VAT Group supplies high-performance vacuum systems for semiconductor production and is benefiting from record semiconductor order intake and accelerating fab build-outs driven by demand for advanced chips.