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Ok You are viewing as from Change GLOBAL FUNDAMENTAL TEAM MEET THE TEAM Headed by James de Uphaugh, the Global Fundamental team has a strong track record of active management of equities for institutional investors, intermediaries and their clients since 2002. The team’s offering initially focused on UK equities but expanded in 2007 to include a global long/short equity fund and again in 2014 to include US, Global and International equities strategies. The appointment of James de Uphaugh as lead manager of the Edinburgh Investment Trust in 2020 demonstrates the reputation and investment acumen of the Global Fundamental team. Following the acquisition of Majedie Asset Management in 2022, the team brought their funds and expertise to Liontrust. James de Uphaugh James de Uphaugh joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was Chief Investment Officer and Fund Manager. James de Uphaugh Thomas Smith Thomas joined Liontrust in October 2019 as part of the acquisition of Neptune Investment Management, where he started his investment career. Thomas has a Master’s degree in Chemistry from Oxford University. Read more Ewan Thompson Ewan joined Liontrust in October 2019 as part of the acquisition of Neptune Investment Management, where he started his investment career. Prior to joining Neptune in 2006, he worked as an editor for Yale University Press. Read more Hong Yi Chen Hong Yi Chen manages the US Equity Fund and US Opportunities Fund, and is Co-Fund Manager of the Global Equity, Global Focus, Global Balanced, Global Alpha and Global Smaller Companies funds. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was an Equity Analyst and Co-Fund Manager for 12 years and is a member of the Global Fundamental team. Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder. Read more Imran Sattar Imran Sattar joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was a Fund Manager for four years. Read more Tom Hosking Tom joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst and Co-Fund Manager for eight years and is a member of the Liontrust Global Fundamental team. Read more Dan Ekstein Dan Ekstein joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was an Equity Analyst for three years. Read more Emily Barnard Emily Barnard joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where she was an Equity Analyst for six years. Read more Ruth Chambers Ruth joined Liontrust in October 2019 as part of the acquisition of Neptune Investment Management. Prior to joining Neptune, Ruth was a field engineer for Schlumberger before working as an oil & gas equity research associate for Bank of Montreal. Read more Tinger Wen Tinger Wen joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where he was an Equity Analyst for five years. Read more Sam Bealing Sam Bealing is a Fund Manager on the Global Fundamental team. Sam joined Liontrust in May 2022. Prior to joining Liontrust, Sam worked at UBS Investment Bank where he was a Director on the Specialist Equity Sales team covering Small & Midcaps and Real Estate. Sam holds a Bachelor of Arts degree in Economics and Management from Oxford University and is a CFA Charterholder. Read more OUR INVESTMENT PROCESS At the core of the team’s investment approach is deep, fundamental research driven by original thinking to find share price inflection points that can drive long-term performance. The team is able to invest across sectors and markets and pays particular attention to ESG risks and opportunities as part of the investment process. Digital technology underpins the research platform, and the team is structured to foster a robust and honest environment rich in dialogue and debate. FUNDS MANAGED BY THE TEAM The team take a flexible and pragmatic approach, investing across sectors and across markets with a focus on sustainability. FUNDS MANAGED BY THE TEAM The team take a flexible and pragmatic approach, investing across sectors and across markets with a focus on sustainability. Global Fundamental EDINBURGH INVESTMENT TRUST PLC Edinburgh Investment Trust, which was launched in 1889, offers a high-conviction portfolio of UK equities. James de Uphaugh aims to deliver long-term added value regardless of economic and market conditions. Home Global Fundamental UK EQUITY FUND The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. It aims to generate capital growth over the long term through an actively managed UK equities portfolio. View fund Global Fundamental UK FOCUS FUND The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. The Fund aims to generate capital growth over the long term through a concentrated, actively managed UK equities portfolio. View fund Global Fundamental GLOBAL EQUITY FUND The Liontrust Global Equity Fund is managed by Tom Hosking and Hong Yi Chen. The Fund, launched in 2014, aims to deliver a total return after costs and charges, combining income and capital growth, in excess of the benchmark over any five-year period. View fund Global Fundamental GLOBAL FOCUS FUND The Liontrust Global Focus Fund is managed by Tom Hosking and Hong Yi Chen. The Fund, launched in 2014, is a concentrated global equities portfolio and aims to deliver a total return after costs and charges, combining income and capital growth, in excess of the benchmark over any five-year period. View fund Global Fundamental GF INTERNATIONAL EQUITY FUND Managed by Tom Hosking of the Liontrust Global Fundamental team, the Irish-domiciled Fund is a high conviction portfolio, which captures emerging and developed market opportunities (largely excluding the US) and aims to produce a total return over the long term. View Fund Global Fundamental GF UK EQUITY FUND The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. It aims to generate capital growth over the long term through an actively managed UK equities portfolio. View fund Global Fundamental GF US EQUITY FUND Managed by Hong Yi Chen of the Liontrust Global Fundamental team, the Irish domiciled Fund aims to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities. View fund Global Fundamental INCOME FUND The Fund is constructed using a distinctive, flexible style encompassing elements of Growth and Value investing. This helps mitigate style bias and produces balanced portfolios, with a potential to perform across different market and economic cycles. View fund Global Fundamental US OPPORTUNITIES FUND The Fund seeks to identify companies that will be the beneficiaries of digitalisation in the US and invest across three different categories of these beneficiaries: the disruptors, embracers and enablers. View fund Global Fundamental BALANCED FUND The Liontrust Balanced Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds. View fund Global Fundamental CHINA FUND The Fund seeks to invest in Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in China. View fund Global Fundamental EMERGING MARKETS FUND The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across emerging markets economies. View fund Global Fundamental GLOBAL ALPHA FUND The Liontrust Global Alpha Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests in global equities and has the ability to hold fixed income and alternatives. View fund Global Fundamental GLOBAL SMALLER COMPANIES FUND The Liontrust Global Smaller Companies Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests at least 80% of the portfolio in shares of small sized companies across the world. These are companies which, at the time of purchase, have a market capitalisation of under £10 billion. View fund Global Fundamental INDIA FUND The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in India. View fund Global Fundamental JAPAN EQUITY FUND The Fund seeks to identify Industry Leaders via a sector-by-sector analysis process, investing in companies that dominate their global industry. These stocks have exposure to faster growing regions, such as emerging markets. View fund Global Fundamental LATIN AMERICA FUND The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across Latin American economies. View fund Global Fundamental RUSSIA FUND The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in Russia. View fund * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 * 10 * 11 * 12 * 13 * 14 * 15 * 16 * 17 “OUR FLEXIBLE APPROACH HAS STOOD THE TEST OF TIME FOR GOOD REASON. IT PROVIDES SCOPE TO INVEST ACROSS THE MARKET WHERE OPPORTUNITIES ARISE AND VALUATIONS DICTATE.” LATEST INSIGHTS View all related Ewan Thompson India: a shining light in emerging markets Ewan Thompson looks at the compelling reasons for investors to be positive about India as millions of Hindus, Sikhs and Jains across the world celebrate the religious occasion of Diwali 10 November 2023 Global Infusions Podcast The Business of Fear Listen on: In this episode of Global Infusions, Tom and Tom explore the business of fear. From films to theme parks, the horror industry is huge. The emotion of fear shapes human behaviour in everything from advertising to investing FOMO. Ewan Thompson Catering for India’s new consumer Fund manager Ewan Thompson examines how companies like Zomato are working hard to stand out from the competition and cater to the demands of India's middle class 24 October 2023 James de Uphaugh and Imran Sattar A process to last through the ages Watch Now 24 October 2023 James de Uphaugh Edinburgh Investment Trust: Q3 2023 Review Watch Now 19 October 2023 Videos Edinburgh Investment Trust: Investor Presentation 2023 Watch Now 18 October 2023 View all related Global Infusions Podcast The Business of the Microbiome We explore increasing evidence that the trillions of bacteria that live in us can influence our appetites, cancer, and even how we think. Listen on: YOUR PREFERENCES Register your preferences and receive tailored communications from Liontrust. 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