LongTMOSep 2026
Thermo Fisher Scientific
Liontrust views Thermo Fisher as a key enabler of healthcare and life-sciences innovation through its instruments, reagents, consumables, software and services. Second-quarter…
Liontrust Sustainable Future Managed Fund
A sustainability-focused multi-asset portfolio emphasizing quality-growth equities and selective fixed-income exposure.11 published ideas
Liontrust uses a sustainable investment approach to select companies linked to long-term environmental and social themes. The strategy combines quality-growth equities with fixed-income holdings and actively manages exposure to interest rates, credit and market risks. Peter Michaelis and Simon Clements are identified as the investment managers in the quarterly review.
Ideas from Liontrust Sustainable Future Managed Fund
LongZSSep 2026
Zscaler
Liontrust sees Zscaler’s zero-trust cloud-security platform as benefiting from increasing demand for digital protection, including the security of AI workloads and sensitive…
LongSHOPSep 2026
Shopify
Liontrust added Shopify in the second quarter because it disagreed with the market’s view that agentic commerce would make the platform an AI loser. It believes Shopify’s…
Long5803.TSep 2026
Fujikura
Liontrust bought Fujikura for its ultra-high-density optical fibre and cabling used to connect equipment inside AI data centres. Higher-density fibre reduces space needs and…
LongCAVASep 2026
CAVA Group
Liontrust held CAVA, a US fast-casual restaurant chain, and highlighted the strength of its second-quarter trading despite a sharp share-price decline. Revenue rose 31% and…
LongSFMSep 2026
Sprouts Farmers Market
Liontrust held Sprouts Farmers Market, a US specialty grocer continuing to expand its store network. The latest results showed weaker underlying trading, with comparable-store…
LongWMSSep 2026
Advanced Drainage Systems
Liontrust held Advanced Drainage Systems, a manufacturer of stormwater and wastewater-management products, whose quarterly results showed resilience in the face of…
LongKLACSep 2026
KLA Corporation
Liontrust bought KLA because of its leading position in semiconductor process control, supplying inspection and measurement tools needed to raise yields and reduce manufacturing…
LongARMSep 2026
Arm Holdings
Liontrust bought Arm for its royalty-based processor-design business and growing use of its architectures outside smartphones. It expects long-term computing demand to support…
LongWPMSep 2026
Wheaton Precious Metals
Liontrust added Wheaton Precious Metals for its streaming model, which supplies financing to mining companies in exchange for the right to buy future precious-metal production at…
LongALS.TOSep 2026
Altius Minerals
Liontrust bought Altius Minerals for its royalties and streaming interests in mining and renewable-energy projects. The model lets Altius participate in rising asset values and…
Letters covered
- Q3 2026 – Liontrust Sustainable Future Managed Fund ReviewSeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.