Liontrust to launch Pan-European fund
Jennifer Lowe, 25 February 2010
Liontrust has confirmed that it is planning to launch a Luxembourg-domiciled Pan-European fund.
The fund, which will be run by ex-GAM duo, Rob Cornish and Ross Hollyman, will focus on high quality pan-European stocks that are liquid and cheap but offer earnings growth and momentum.
The fund’s strategy will be similar to that of the GAM Star European Systematic Value Equity fund Hollyman managed before he joined Liontrust with his team last year.
However, the duo’s screening process has changed slightly as they have loosened the criteria for stocks on their conviction list.
Cornish said, ‘The average investor tends to over-extrapolate trends in the future. Investors then ’get sucked into’ that and valuations become too high compared to their fundamentals. ‘Company research is still very clearly defined in quality valuation and momentum.’
Their model portfolio holds 70 stocks, but Cornish said that once the fund is launched they aim to have 70-120 holdings.
The fund is set to launch next month, subject to regulatory approval.
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