Liontrust Asset Management Share Discussion Threads

[mister md] 28/1/2025 09:38

Well, + 10% bounce off 400p lows is a good start.

[johnrxx99] 28/1/2025 09:34

It just struck me that some of these funds and their brokers are committing harikari, like a circular downward spiral. I just wish they had the gonads of the US counterparts.

[che7win] 28/1/2025 09:24

A lot of money now pouring out of tech stocks in light of DeepSeek news, might come into managed funds.A positive

[johnrxx99] 26/1/2025 05:54

I am hoping 400p was the base but I could be wrong.

[mister md] 24/1/2025 16:00

Interesting further move up vs market decline today and other fund managers down. Not huge volumes traded so too early to get excited perhaps.

[mister md] 23/1/2025 15:28

Nicely moving up now. Millenium further reducing their short ?

[31337 c0d3r] 22/1/2025 15:35

I think it's fair to say that if you were waiting on the sidelines for the right moment, this is it.

[sbb1x] 22/1/2025 15:31

Like the look of this...

[squire007] 22/1/2025 14:31

Clock ffs ?????

[daveme] 22/1/2025 12:42

Nice directors' purchases of £200K and £100K to show a bit of confidence. £4 is looking like the low, onwards and upwards from here.

[stun12] 22/1/2025 12:24

CEO and Mrs CEO just bought 50k between them at £4.

[mister md] 22/1/2025 08:42

Was kind of hoping, at the very least, that 400p would hold.

[john09] 21/1/2025 12:49

ABDN have inflows. LIO have outflows….

[smithie6] 17/1/2025 20:16

31337

thanks for that info.

SP500 index, 500 companies & 9 companies is 34.6% of the index.
that is just nuts !

9 companies is 1.8% of 500 companies.

I knew the Dow Jones was/is a crazy unbalanced index, heavily weighted to certain shares....but I assumed that the SP500 reflected fairly equally the perf. of 500 shares. Clearly it doesn't. :-(

[31337 c0d3r] 17/1/2025 14:51

Smithie6

"As of September 30, 2024, the nine largest companies on the list of S&P 500 companies accounted for 34.6% of the market capitalization of the index and were, in order of highest to lowest weighting: Apple, Microsoft, Nvidia, Amazon.com, Meta Platforms, Alphabet, Berkshire Hathaway, Broadcom, and Tesla."

[smithie6] 17/1/2025 14:01

I don't know if Apple, Tesla, United Health are in the SP500, & if so what % of the SP500 index they are

but
....the charts for Apple, Tesla, United Health are all over the place...
...imo driven by a sea of people placing punts. If it was investors rather than punters then imo the share prices of those USA companies would be much more stable.

[mister md] 17/1/2025 13:56

Yep all driven by a handful of mega-tech companies.

[31337 c0d3r] 17/1/2025 13:49

Pretty meaningless when the FTSE has done nothing but a very tiny gradual incline for several years, while the S&P500 has had phenomenal growth.

[mister md] 17/1/2025 13:31

FTSE at all-time highs ?

Come on Liontrust ...

[smithie6] 16/1/2025 22:46

swiss paul

...some of us made it to the sun a few decades ago.... ;-)

the weather's great ! :-)
.....I see the the UK has been having a lot of weather, floods, ice & snow. :-(

...but the UK is a stunning place for 6-7 months of the year. (but a bit over packed perhaps, traffic problems, crowds at beauty spots)

======

did Paul sell at the Covid low ??....hopefully not.
(some of us grew our portfolios a lot in the Covid year, from many different trades, hard work but the opportunities were there :-) )

[dr biotech] 16/1/2025 14:08

Does seem that LIO have lost more AUM than other similar companies though which is a concern. PMI reported net inflows over the last 2 months so it can't all be down to the general economic gloom. Over the last 3 years they have pretty much tracked each other, but PMI has started to pull away recently (though its performance has also been fairly dismal).


free xx

[squire007] 16/1/2025 12:49

Share buy back going smoothly and must be worth a penny a day :-)) lol.. slow climb back is best.

[swiss paul] 16/1/2025 10:56

Brucie / Smithie, yes he is / was a fan. but as another poster says - we don't get it right all the time, otherwise we would all be basking in the Bahamas moaning about the weather.