Liontrust Asset Management Share Discussion Threads

[deadly] 17/8/2021 08:55

2000 was pessimistic.
But very little interest here it seems.

[investing2retire] 14/7/2021 07:08

another good trading update.hopefully should rise towards 2000p today

[investing2retire] 05/7/2021 10:37

Nice rise today. 2000p looking promising soon

[growthpotential] 20/5/2021 20:07

Put any of your pension in their funds?

[rabiddog] 20/5/2021 13:19

Yep quality company. Not cheap, but quality.

[thelongandtheshortandthetall] 20/5/2021 08:57

Rather nice statement 🙂🙂

[thelongandtheshortandthetall] 07/4/2021 13:06

Trading statement due to drop any day.
It was on the 15th last year and the year before it was on the 10th.

Good luck holders 👍

[growthpotential] 13/2/2021 19:11

Yeh exactly. I think active management is back in fashion and they have a good brand. I myself have put part of my SIPP in Liontrust Global Alpha and Liontrust Global Tech. With a forward PE looking like 17-18, this seems pretty good value for a growing asset manager

[thelongandtheshortandthetall] 13/2/2021 09:16

1300s in three months.
More like 3 days lol.

Hoping 1500-1700s minimum this year.

The growth in AUM should justify this IMO.

[hsduk101] 12/2/2021 20:28

Where are you expecting this to head to 1300s in next 3 months?

[growthpotential] 12/2/2021 19:45

I'm in too, had a bit of spare cash in my SIPP

[cousin jack] 10/2/2021 15:59

"Not going to be good to see this slip under 1200p"

Indeed. There is a big gap to next support levels below 1200. It would certainly be interesting to know what prompted Castleford Tiger's buy. I suspect it's not based on the chart.

[thelongandtheshortandthetall] 09/2/2021 08:38

Any particular reason you pressed buy Castleford Tiger?

Cheers

[castleford tiger] 08/2/2021 20:56

In today for a position

[its the oxman] 04/2/2021 12:27

Not going to be good to see this slip under 1200p

[thelongandtheshortandthetall] 13/1/2021 08:21

-- Assets under management and advice ("AuMA") were GBP29.4 billion as at close of business on 31 December 2020, an increase of 43% over the quarter and 83% since the start of the current financial year.

Happy with that - Should translate nicely into earnings to make further acquisitions.

[davidosh] 14/12/2020 01:44

Just to mention that the Xmas MelloMonday special guest may mention Liontrust and I think shareholders and potential investors will appreciate his thoughts. There is an interview tonight with Keith Ashworth Lord who is a highly respected fund manager and well worth listening to. Keith's fund Castlefield are of course one of the largest shareholders in Liontrust and I think it is one of their top ten positions.

The Mello Monday event starts at 6pm
The full programme is available on the website.

Also of interest may be the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four companies are a Buy Avoid Sell or Hold at this current juncture in the markets.



All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.

[grahamburn] 05/6/2020 15:00

Interesting - and welcome - dramatic spike taking the share to an all-time high.

No apparent reason save for the report today that equity funds in general have benefited from a significant increase in retail investments in the last month.

[hsduk101] 25/2/2020 16:29

This corona virus is stopping everything from growing at the mo. Not alot will actually show as growing stocks for a while.

[gsbmba99] 25/2/2020 16:05

I make 31 Jan sum of fund factsheets at £14,540.9m as compared to £14,252.8m as at 31 Dec which is +£288.1m or +2.0% for the month. 20/32 funds gained AuM in Jan. The YoY growth rates are: overall legacy Liontrust +43.4%, SF series +58.8% and Cross & Co +34.6%. Neptune looks to have lost £74.8m or -3.0% in Jan excl institutional funds. Large declines of >£40m each in Japan Equity Fund and European Opportunities. 10/19 Neptune funds gained AuM. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus International.

[rp] 20/1/2020 14:53

Thanks for your regular updates, much appreciated.

[gsbmba99] 20/1/2020 14:11

Not new news since we already had quarterly update. I make 31 Dec sum of fund factsheets at £14,252.8m as compared to £13,444.8m as at 30 Nov which is +£808.0m or +6.0% for the month. 30/32 funds gained AuM in Dec (9 funds grew AuM by >10% in a single month). The YoY growth rates are: overall legacy Liontrust +48.0%, SF series +58.1% and Cross & Co +42.8%. Neptune looks to have gained £23.0m or +0.9% in Dec excl institutional funds. 9/19 Neptune funds gained AuM. A second exceptionally good month in a row. The sum of fund factsheets doesn't distinguish between market performance and net new money. There could also be some double counting where the same fund has both a UK and a GF (Global Fund) variant (eg Special Situations). It broadly corresponds to Retail plus International.

[hsduk101] 11/1/2020 09:10

Yep, id recommend never buying based on top picks. Always do your own research. Liontrust attracted me back in july'19 because it had reported strong financials and the lifetime chart shows this is only a grower