Liontrust Special Situations Fund

This is a well-respected fund which has been managed by Anthony Cross since its launch. There is now a team of five managing the strategy. In terms of recent changes, they have always been used to working from home, so the current environment is no different in terms of how they interact with each other and how they contact and engage with companies. They have also worked through different crisis like the dot.com bubble and Global Financial Crisis and therefore this provides them with level heads.

In terms of the process nothing has changed, this is a process and framework that has been built over time. They are looking for companies with intellectual property, distribution networks and / or high contracted recurring income. Beyond that they look at customer relationships, brands and culture.

The fund focuses mainly around healthcare, IT, media, oil majors and engineering companies. What it tends to avoid is retail banks, miners and consumer cyclical….read more

Fund Facts Morningstar

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