The Pride | Issue 3
Liontrust Asset Management PLC
We seek to help clients enjoy a better financial future through active management and distinct investment processes.
Welcome to the third issue of Liontrust’s LinkedIn newsletter. This will provide you with Liontrust’s latest news, views and insights.
Fund Manager Views
Evaluating financial returns from Economic Advantage: Is the UK as cheap as chips?
Matthew Tonge and Alex Wedge of the Liontrust Economic Advantage team discuss with Quest how they evaluate stocks through cashflow return on capital and a factor model, the fact that Quest analysis shows the quality of the Special Situations portfolio is three times that of the average of the market, why they believe the UK stock market is undervalued by 30% and whether the environment for small caps will be positive in 2024.
Cashflow Solution: review of 2023 and outlook for 2024
In this video, James Inglis-Jones and Samantha Gleave explain how the performance of investment styles was volatile in 2023, with both quality growth and value stocks contributing to the strong performance of the process. James and Samantha explain that equity markets look healthy for 2024 as they are trending upwards, valuations in the US and Europe are not concerning and corporate aggression is low. They also discuss their optimism about momentum-generating returns across quality growth and value stocks in 2024.
European market outlook – positive but finely poised
Europe was one of the best performing regional equity markets last year and the Cashflow Solution team thinks the outlook for 2024 is equally positive. In this blog, they examine the European outlook based on technical factors, valuations and corporate cash flow behaviour.
Cash king (of the ring): Netflix’s remarkable comeback
Two years ago, Netflix appeared to be down and out, with its share price having fallen over 70% from its peak. However, the company has since staged an extraordinary comeback. In this article, Global Innovation team fund manager James Dowey takes a look at how the company’s latest results highlight another step forward for the company.
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A sustainable and prosperous 2024
There are reasons to be optimistic about a sustainable future despite the events of the past few years. Improvements in air pollution, the decline in coal, vaccine production and repair of the ozone are just a few of the examples. Peter Michaelis , Head of the Sustainable Investment team, discusses two of the themes driving these developments and how listed companies are benefiting.
Community Engagement & Sponsorships
An update on our partnership with 10ticks
Raising financial awareness and literacy throughout society is one key objective of the Liontrust community engagement program, and for the last four years we have partnered with 10ticks to achieve this.
Through 10ticks, Liontrust delivers worksheets and digital maths education to primary and secondary schools across the UK completely free of charge to UK state-funded schools. From challenging classmates online to playing live games across the globe, these stimulating activities are designed to engage pupils. We are proud to have supported the thousands of teachers who have taken advantage of this to incorporate 10ticks into their teaching of maths for fun and engaging lessons.
Each year Liontrust sponsors the 10ticks Mental Maths competition and we would like to congratulate all of the pupils at The Grosvenor Park CofE Academy of Chester who took part in the recent competition. The students answered an outstanding 58,043 questions throughout the competition to secure the top prize for the second consecutive year.
Liontrust Chief Marketing Officer, Simon Hildrey said: “It is wonderful to see how committed the schools and their pupils were to the 10ticks Mental Maths competition. Maths and financial literacy are indispensable everyday skills and key to learn before the age of 18. We send our congratulations to all the pupils who took part.”
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Capital at risk. This should not be construed as investment advice.