Liontrust Special Situations

A long only UK equity growth fund consisting of high quality companies with strong balance sheets

The Liontrust Special Situations fund was launched in 2005 following the success of the strategy implemented by Anthony Cross on the Liontrust Smaller Companies fund. This fund focuses heavily on high quality growth companies with strong balance sheets and intangible strengths that provide barriers to the respective markets. While the fund’s available universe includes all listed UK companies, the managers will be structurally drawn towards smaller companies.

We like that the fund offers a unique and well defined investment process and philosophy that has consistently delivered in the past. The managers are very experienced and have developed their philosophy over time.