Sam Bealing | Liontrust Asset Management PLC

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About Sam

Sam Bealing is a Deputy Portfolio Manager on the Income fund as well as an analyst in the Global Fundamental team. Sam joined Liontrust in May 2022. Prior to joining Liontrust, Sam worked at UBS Investment Bank where he was a Director on the Specialist Equity Sales team covering Small & Midcaps and Real Estate. Sam holds a Bachelor of Arts degree in Economics and Management from Oxford University and is a CFA Charterholder.

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Team insights

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Global Fundamental

UK Focus Fund

The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. The Fund aims to generate capital growth over the long term through a concentrated, actively managed UK equities portfolio.

Global Fundamental

UK Equity Fund

The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. It aims to generate capital growth over the long term through an actively managed UK equities portfolio.

Global Fundamental

GF UK Equity Fund

The Fund is managed by Imran Sattar from the Liontrust Global Fundamental team. It aims to generate capital growth over the long term through an actively managed UK equities portfolio.

Edinburgh Investment Trust 456x256

Global Fundamental

Edinburgh Investment Trust plc

Edinburgh Investment Trust, which was launched in 1889, offers a high-conviction portfolio of UK equities. Imran Sattar aims to deliver long-term added value regardless of economic and market conditions.

Global Fundamental

GF US Equity Fund

Managed by Hong Yi Chen of the Liontrust Global Fundamental team, the Irish domiciled Fund aims to produce capital growth over the long term through investment in a diversified portfolio of primarily US equities.

Global Fundamental

China Fund

The Fund seeks to invest in Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in China.

Global Fundamental

Balanced Fund

The Liontrust Balanced Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more) with the potential for income through investing in global equities and bonds.

Global Smaller Companies Fund

Global Fundamental

Global Smaller Companies Fund

The Liontrust Global Smaller Companies Fund is managed by Tom Hosking and Hong Yi Chen. The Fund aims to generate capital growth over the long term (5 years or more). The Fund invests at least 80% of the portfolio in shares of small sized companies across the world. These are companies which, at the time of purchase, have a market capitalisation of under £10 billion.

Global Alpha Fund

Global Fundamental

Global Alpha Fund

The Liontrust Global Alpha Fund is managed by Tom Hosking and Hong Yi Chen. The fund managers aim to deliver Alpha (i.e. capital growth in excess of the MSCI AC World Index) by running an actively managed portfolio and investing in securities using a combination of economic, industry and stock specific analysis irrespective of a benchmark index.

Global Fundamental

India Fund

The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in India.

Japan Equity Fund

Global Fundamental

Japan Equity Fund

The Fund seeks to identify Industry Leaders via a sector-by-sector analysis process, investing in companies that dominate their global industry. These stocks have exposure to faster growing regions, such as emerging markets.

Latin America Fund

Global Fundamental

Latin America Fund

The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across Latin American economies.

Emerging Markets Fund

Global Fundamental

Emerging Markets Fund

The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across emerging markets economies.

GF International Equity

Global Fundamental

GF International Equity Fund

Managed by Tom Hosking of the Liontrust Global Fundamental team, the Irish-domiciled Fund is a high conviction portfolio, which captures emerging and developed market opportunities (largely excluding the US) and aims to produce a total return over the long term.

Global Fundamental

Income Fund

The Fund is constructed using a distinctive, flexible style encompassing elements of Growth and Value investing. This helps mitigate style bias and produces balanced portfolios, with a potential to perform across different market and economic cycles.

Global Fundamental

Russia Fund

The Fund seeks to identify Emerging Leaders equities, which are companies with the resources and capabilities to survive and prosper given the huge levels of disruption across the economy in Russia.