Liontrust

Liontrust GF Sustainable Future Global Growth Fund

Global Quality

Jun 2025Jun 2026

Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.

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

What it bought and sold

  • New positionSprouts Farmers MarketJun 2026
    Finally, we added Sprouts Farmers Market, a $7.6 billion US-based health foods grocer focused on fresh, natural and organic products.
  • ExitedPTCJun 2026
    The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
  • In addition to exiting Intuit and PTC, we sold London Stock Exchange Group due to competition for capital, with more compelling opportunities in companies we believe have been unfairly penalised as “AI losers”.
  • ExitedIntuitJun 2026
    The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
  • New positionConstellation SoftwareJun 2026
    In terms of buys, we added Constellation Software, which acquires and operates hundreds of small, niche software businesses providing mission-critical tools to specific industries.

Also held

Its investment theses

Every letter