Liontrust adds fund managers on Special Situations and UK Growth funds

by | May 19, 2023

Liontrust, the specialist asset management company, has appointed Victoria Stevens and Matt Tonge as fund managers of the Liontrust Special Situations and Liontrust UK Growth funds, joining existing managers Anthony Cross and Julian Fosh.

Both Victoria and Matt were founding fund managers of the Liontrust UK Micro Cap Fund when it was launched in March 2016, since when the Fund has delivered a return that is more than double the IA sector average*. They have also been fund managers of the Liontrust UK Smaller Companies Fund since 2016.

Victoria and Matt have been increasingly supporting Anthony and Julian on the day-to-day management of the Special Situations and UK Growth funds. This has included developing their knowledge of the large and mid cap stocks held in the funds, as well as contributing to decisions on new holdings, stock exits and trading. Their appointment as named managers on the funds therefore represents a natural next step in the ongoing development and evolution of the team.

The four funds apply the same Economic Advantage investment process and are all in the first quartile of their respective IA sectors since launch or since the team started managing the funds*. The process seeks to identify companies that possess intangible assets, producing barriers to competition and providing a durable competitive advantage, allowing the companies to defy industry competition and sustain a higher than average level of profitability for longer than expected.

Anthony Cross, Head of the Economic Advantage team, commented: “Victoria and Matt becoming named fund managers of Liontrust Special Situations and UK Growth reflects their talent and contribution to the team and all the funds in the Economic Advantage range since joining in 2015.  

“Victoria and Matt are also excellent in communicating with clients about the team’s insights, stocks held by the funds and the performance of the funds. 

“Given their strong contribution to the team over the past few years, their appointment as managers of the Special Situations and UK Growth funds is a natural progression.  

“I look forward to continue working with Victoria and Matt, and the rest of the Economic Advantage team, for many more years to come.”  

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