Liontrust
Liontrust Global Smaller Companies Fund
Global Small-cap
Dec 2024 → Jul 2026
Our archive holds 4 letters from this strategy, behind 2 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years — follow all of Liontrust for every strategy.
Also held
- Advantech
- Sinbon Electronics
- Maruwa
- NPK International
- OBIC Business Consultants
- Bentley Systems
- OSI Systems
- Renishaw
- Paylocity
- Chroma ATE
- Inficon
- Hamilton Lane
Its investment theses
- Advanced Drainage SystemsDec 2024Advanced Drainage Systems (ADS) is the largest US manufacturer of plastic piping for stormwater drainage, benefiting from a robust distribution network and increasing market share amid rising demand for wastewater solutions.
- Asahi InteccDec 2024Asahi Intecc is a leading Japanese provider of high-performance guidewires for minimally invasive medical procedures, with over 50% market share and strong intellectual property assets.