LongKIEOct 2026
Kier Group plc
Liontrust's holding in Kier benefited from a substantial share-price gain following its annual results. The construction group has exited underperforming legacy contracts…
Liontrust UK Opportunities Fund
Active UK equity investing in attractively valued companies with durable franchises, operational improvement potential and catalysts.8 published ideas
The Liontrust UK Opportunities Fund is managed by Neil Veitch and Craig Jeruzal. Its commentary focuses on UK-listed equities with attractive valuations, earnings resilience and catalysts such as operational restructuring, improving domestic conditions and corporate activity. The managers assess bottom-up opportunities alongside UK economic growth, interest rates and sector regulation.
Ideas from Liontrust UK Opportunities Fund
LongJSEOct 2026
Jadestone Energy plc
Liontrust holds Jadestone, an oil and gas producer focused on South-East Asia. The fund regards the proposed purchase of a 28% stake by PT Prima Petroleum Energi at a significant…
LongFLUTOct 2026
Flutter Entertainment plc
Liontrust continues to hold Flutter Entertainment plc despite sharp falls in gaming-sector valuations. The manager considers both Flutter and Entain cash-generative operators…
LongENTOct 2026
Entain plc
Liontrust continues to hold Entain plc despite sharp falls in gaming-sector valuations. The manager considers both Flutter and Entain cash-generative operators with strong market…
LongCRHOct 2026
CRH plc
Liontrust continues to favour CRH despite a share-price decline driven by worries about US infrastructure and housing end-markets. The managers expect high-single-digit earnings…
LongGENOct 2026
Genuit Group plc
Liontrust opened a position in Genuit Group plc during Q3. The managers describe the business as having a solid franchise but suffering from the recent rise in interest rates…
LongSVSOct 2026
Savills plc
Liontrust opened a position in Savills plc during Q3. The managers describe the business as having a solid franchise but suffering from the recent rise in interest rates. They…
LongCREOOct 2026
Creo Medical Group plc
Liontrust continues to hold Creo Medical following earlier revenue momentum and an announced disposal of the remaining 49% stake in its European distribution business. The stock…
Letters covered
- Q3 2026 reviewOctober 28, 2026
Source PDFs are not republished here; only extracted ideas and quotes.