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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Matthew Tonge | Partner | 2023 | now |
自傳 | Matthew Tonge joined the Liontrust trading desk in 2003 from Barclays Capital Asset Management, becoming a partner in 2011. Responsible for execution across all the firm’s assets, in 2014 he was voted Mid-Tier trader of the year by The Trade magazine for his work in mid and small cap stocks, the inaugural year of the award. Having worked closely with Anthony and Julian for many years, in September 2015 he joined the Economic Advantage team to help research and analyse companies across the small cap universe. Matt graduated from the University of Birmingham in 2000, with First Class Batchelor degrees in Manufacturing Engineering (BENG) & Commerce (BCOM), winning the Gilbert Walker Prize in Engineering and Economics as top student in his year. | ||
Victoria Stevens | Partner | 2023 | now |
自傳 | Victoria Stevens joined the Economic Advantage team at Liontrust in June 2015 as a partner and fund manager to help research and analyse investment opportunities primarily across the small cap universe. She previously worked for almost 5 years at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Prior to joining finnCap, Victoria was a senior reporter and diary editor at the financial newspaper City AM, having studied Modern Languages at Oxford University. | ||
Julian E C Fosh | Portfolio Manager | 2009 | now |
自傳 | Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross and to develop the Liontrust Economic Advantage process. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence. | ||
Anthony Cross | Researcher | 2009 | now |
自傳 | Anthony Cross joined Liontrust in 1997 and launched the Liontrust UK Smaller Companies Fund in 1998. Before moving to Liontrust, Anthony joined Schroder Investment Management as a graduate trainee, later becoming an equity analyst before joining the Smaller Companies team in 1994. Anthony Cross graduated in 1990 from Exeter University with a degree in Politics. | ||
Jeremy Lang | Joint Investment Director | 1996 | 2009 |
自傳 | Jeremy is Chief Investment Officer of Ardevora Asset Management, a global equities asset management specialist he co-founded with William Pattisson in 2010. Prior to establishing Ardevora, Jeremy spent fourteen years with Liontrust Asset Management where he was (with William Pattisson) responsible for the management of UK equity portfolios and all investment management operations. Jeremy began his career in 1986 at James Capel Fund Managers where he managed North American and LatAm equities before leaving in 1991 to go long-distance sailing. Jeremy has a degree in Economics and Econometrics from the University of York and a Master’s in Economics of Finance and Investment from the University of Exeter. |
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