FUNDS CURRENTLY MANAGED
- Liontrust Special Situations
- Liontrust UK Smaller Companies
- Liontrust UK Growth
- Liontrust UK Micro Cap
- Liontrust GF Special Situations
- Liontrust GF UK Growth
FUNDS PREVIOUSLY MANAGED
- Liontrust GIF UK Growth
- TB Saracen UK Alpha
Julian Fosh joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross. Julian has worked with Anthony to develop the Liontrust Economic Advantage process.
Awards for the funds that Julian co-manages with Anthony Cross include Liontrust being named the Best Smaller Companies Group at the Professional Adviser Awards in 2009 and the Liontrust Special Situations Fund being named as the Best UK Growth fund at the Investment Week Fund Manager of the Year Awards in 2011 and 2012. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund, a top quartile performing UK equities portfolio. Before this, Julian headed up the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds.
In his eight years at Scottish Friendly, six of Julian’s nine funds were in the top quartile of their respective sectors. In a career going back to 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1994 from Merton College Oxford with an MA in Jurisprudence.
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group.
Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Julian Fosh is an FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
KEY MEASUREMENTS OF PERFORMANCE vs. PEER GROUP COMPOSITE
Over performance vs Under performance %