Liontrust is a specialist fund management company that has been listed on the London Stock Exchange since 1999. Since launch in 1995, they have focused on running money in only those asset classes where they have particular expertise. Liontrust has seven teams that invest in UK, European, Asian, Global equities and Global credit as well as Multi-Manager Multi-Asset portfolios. They take pride in having a distinct culture and approach to fund management and have created an environment in which fund managers can concentrate on running money and not get distracted by other day-to-day aspects of running a fund management business.
Their fund managers are independent thinkers and have the courage of their convictions in making investment decisions. Each team applies distinct and rigorous investment processes to the management of their funds and portfolios.
Verbatim has appointed Liontrust to run the range of active, risk managed portfolio funds due to the proven skill, expertise and track record of John Husselbee and James Klempster in the field of multi-asset investment management. Under the scrutiny of the Verbatim Independent Investment Committee, John and James have a clear mandate to provide returns commensurate with the expectations of each risk profile.
John is Manager of the Active Managed Funds (Growth) at Verbatim and is one of the most high-profile multi-asset managers, with more than 30 years of investment experience. Since John was selected to manage the funds, they have grown in stature, obtaining top performance ratings from Morningstar and Lipper. In 2017, the entire fund range was rated by RSMR, one of the leading fund research agencies.
John has been Head of the Multi-Asset team at Liontrust since 2013 and has extensive experience. He launched the portfolio management service at Rothschild Asset Management, was Director of Multi-Manager at Henderson Global Investors and founded North Investment Partners.
James Klempster, who has 17 years of investment experience, joined Liontrust in February 2021 as Deputy Head of the Liontrust Multi-Asset team. James joined Liontrust from Momentum Global Investment Management, where he spent 14 years and was most recently Director of Investment and led the global investment team and solutions strategy. He was previously a portfolio manager at Avebury Asset Management and an assistant fund manager at NW Brown Group.