Liontrust Asset Management Share Discussion Threads

[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

[bill hickman] 11/1/2020 08:57

Don’t trust Buystock aka smallcappick

[bluebelle] 10/1/2020 08:50

Likewise! A lesson I learned a long time ago is that you're better off buying the shares of good fund managers than you are buying their funds !

[lemonjar] 09/1/2020 20:20

Same here!

[hsduk101] 09/1/2020 16:55

Good results out today. Assets have increased again. Quarter performance is up

On a personal note this is by far my most profitable share. Im currently up 64%!and growing

[petewy] 09/1/2020 16:20

Top sliced. getting dizzy.

[gsbmba99] 23/12/2019 09:22

I make 30 Nov sum of fund factsheets at £13,444.8m as compared to £12,796.1m as at 31 Oct which is +£648.7m or +5.1% for the month. 25/32 funds gained AuM in Nov. The YoY growth rates are: overall +35.7%, SF series +47.1% and Cross & Co +30.7%. Neptune looks to have gained £61.2m or +2.6% in Nov excl institutional funds. 14/19 Neptune funds gained AuM. An exceptionally good month all around. 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.

[petewy] 16/12/2019 09:13

Not Boris. Just a good company.

[hsduk101] 13/12/2019 17:34

This hasnt let up any steam today. Thank you boris for giving everyone a early present!! 😂

[petewy] 13/12/2019 15:21

yes £10 my new stop loss

[krutt] 10/12/2019 12:03

Why such a big spread?

[hsduk101] 26/11/2019 14:10

Yep can see this motoring past £10s easy. The charts on a constant rise, so cant see it falling

[petewy] 26/11/2019 13:54

new highs.

[gsbmba99] 20/11/2019 20:15

I make 31 Oct sum of fund factsheets at £12,796.1m as compared to £12,749.8m as at 30 Sep which is +£46.3m or +0.4% for the month. 20/32 funds gained AuM in Oct. The YoY growth rates are: overall +32.6%, SF series +44.0% and Cross & Co +27.6%. Neptune looks to have lost £53.4m or -2.2% in Oct excl institutional funds. 3/19 Neptune funds gained AuM. AuM losses at the much smaller Neptune outweighed gains at Liontrust for a small combined decline. 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.

[gsbmba99] 20/11/2019 20:06

Comment from Jeremy Grime. "Conclusion. The valuations of the fund managers vary modestly, generally trading at 14-17X earnings, while the prospects vary hugely. The prospects for Liontrust are outstanding and it is therefore the one to own. Annoyingly I don’t"

[petewy] 20/11/2019 09:37

Trades are all positive

[gsbmba99] 20/11/2019 08:05

I guess I will wait to see what the brokers have to say but I don't understand why the revenue growth was 14.6% when the average AuM for the period as measured by the retail fund sheets I track increased by 29.1%. That suggests some significant contraction on rates (some of which is explained by significant bond inflows which probably have lower rates to begin with).

[petewy] 15/11/2019 18:29

results Wednesday, perhaps someone knows...
5p dividend rise would be cool

[hsduk101] 15/11/2019 17:02

Another 50 point spike today. Where is this heading :)

[petewy] 06/11/2019 09:30

Trading at 900 and lots of buys. My stop loss will £10

[hsduk101] 04/11/2019 16:45

Wow up another 2% today. Traded heavily aswell. So this one has gone some momentum behind it. Im holding!!

[petewy] 01/11/2019 20:50

Good thinking melody (I'm in Duke and SDI as well) Thanks

[melody9999] 01/11/2019 19:17

Pete 148 - congrats on the double but why do you need to topslice? LIO has great momentum at present, we are going into what is typically the strongest period of the year for stocks (last year excluded)......so LIO likely to continue to increase AUM in short term.

Why not go the other way and set a stop loss at say 730p (looking at the chart) and topslice if the share price falls back to this level to protect your profits? GL DYOE