Liontrust
Liontrust GF Sustainable Future Global Growth Fund
Global Quality
Jun 2025 → Jun 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
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”.
The detractors were led by two positions that we exited during the period: Intuit (-40%) and PTC (-21%).
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
- ShopifyJun 2026Shopify provides essential ecommerce infrastructure, is gaining share with merchants and is viewed as an AI opportunity.
- Ingersoll RandJun 2025Ingersoll 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.