Liontrust

Liontrust Global Recovery Fund

Sep 2026 → Sep 2026

Our archive holds 1 letter from this strategy and positions in 20 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

  • ExitedYPFSep 2026
    We also exited positions in Roblox, John Wiley and YPF.
  • New positionLKQSep 2026
    During the quarter we initiated new positions in Rathbones, BE Semiconductor and LKQ.
  • New positionRathbonesSep 2026
    During the quarter we initiated new positions in Rathbones, BE Semiconductor and LKQ.
  • ExitedRobloxSep 2026
    We also exited positions in Roblox, John Wiley and YPF.
  • ExitedJohn Wiley & SonsSep 2026
    We also exited positions in Roblox, John Wiley and YPF.
  • New positionBE SemiconductorSep 2026
    During the quarter we initiated new positions in Rathbones, BE Semiconductor and LKQ.

Also held

Every letter