Liontrust duo reveal long and short calls driving European Absolute Alpha

Liontrust Asset Management's James Inglis-Jones have revealed some of the key long and short positions they have in European stocks, which are driving the European Absolute Alpha fund.

Working with Gary West, the pair screen stocks according to a process they have used since their time together at Fleming. “We tend to uncover companies where investors have overlooked the importance of cashflow,” Inglis-Jones said. The duo run the £278m Income fund, the £63m European Growth fund and the £36m European Absolute Return vehicle, as well as institutional mandates. The European Growth fund is among the top performers in the Europe ex UK sector, returning 13.8% over the past three years, compared to the sector average of 3.4%, according to Morningstar. Here they discu...