Liontrust

Liontrust GF Global Alpha Long Short Fund

Global

Jun 2025 → Jul 2026

Our archive holds 3 letters from this strategy, behind 1 investment thesis and positions in 26 companies. Every quote below is copied verbatim from the letter it came from.

3 letters in 2 years — follow all of Liontrust for every strategy.

Performance

as of Jul 31, 2026 · net of fees · USD · B8 Acc USD

  • YTD
    −3.4%
  • 1Y
    −2.2%

Calendar years

  • 2025
    +13.6%
  • 2024
    +20.1%
  • 2023
    −10.2%
  • 2022
    −3.5%
Disclaimer

These figures are copied from the manager’s latest letter, as of Jul 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.

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What it bought and sold

  • AddedSnowflakeJun 2026
    ServiceNow and Snowflake were added on the long side, reflecting our view that high-quality software platforms with strong positioning in workflow automation, data and security remain well placed as AI adoption broadens.
  • AddedServiceNowJun 2026
    ServiceNow and Snowflake were added on the long side, reflecting our view that high-quality software platforms with strong positioning in workflow automation, data and security remain well placed as AI adoption broadens.
  • New positionTGSJun 2026
    The basket includes TGS and Viridien on the long side.

Also held

Its investment theses

Every letter