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You are here: Manager factsheet

Samantha Gleave
Liontrust, Liontrust Global Funds plc
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Manager profile
Samantha Gleave joined Liontrust in 2012 as a fund manager to work with James in managing the Cashflow Solution investment process. She began her career at Sutherlands Ltd as a Consumer Analyst before moving on to Fleming Investment Management as senior Investment Analyst covering Pan Europe where she worked with James Inglis-Jones. Samantha moved to Credit Suisse First Boston (Europe) Ltd in 2000 and was in a No 1 ranked equity research sector team (Extel & Institutional Investor Surveys). In 2005, she moved to Bank of America Merrill Lynch and became a Senior Equity Analyst and Director and won awards for Top Stock Pick and Earnings Estimates. Samantha graduated from Aberdeen University in 1995 with an MA Honours degree in Economics & Management.
Total return for Samantha Gleave
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Samantha Gleave

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Samantha Gleave 11.1 7.4 16.0 45.1 -15.3 0.0 2.4 20.1 0.0 7.0
Peer Group Composite 6.0 2.2 2.6 35.0 -8.5 0.0 4.0 22.3 -1.0 7.9
Over / Under 5.1 5.2 13.4 10.1 -6.8 0.0 -1.6 -2.2 1.0 -0.9
Performance vs peer group composite: Samantha Gleave
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust European Dynamic Co-managed UT Europe Excluding UK since Sep 10 2012 to present
Liontrust GF European Strategic Equity Co-managed FO Absolute Return since Sep 10 2012 to present
Liontrust GF European Smaller Companies Co-managed FO Equity - Small Cap Europe since Feb 01 2017 to present
Liontrust GF Tortoise Co-managed FO Hedge/Stru Prod - Equity since Aug 01 2023 to present
Liontrust GF Pan-European Dynamic Co-managed FO Equity - Europe inc UK since Feb 27 2024 to present
Funds managed previously
Fund Periods
Liontrust Global Income since Sep 10 2012 to fund close
Liontrust European Enhanced Income since Sep 10 2012 to fund close
Liontrust European Income since Sep 10 2012 to fund close
Liontrust Pan European RIP since Sep 10 2012 to fund close
Liontrust European Absolute Return since Sep 10 2012 to fund close
Liontrust Tortoise since Aug 01 2023 to fund close
Liontrust European Opportunities since May 01 2021 to Jun 25 2021
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
Group How structural growth trends are driving portfolios By John Husselbee  26-Mar-2024
Group Bestinvest drops ‘dog funds’ Fundsmith and Lindsell Train from its best funds list By Emma Wallis  25-Mar-2024
Fund Terry Smith might invest in a bank: Is it time for a fresh look at the sector? By Jean-Baptiste Andrieux  25-Mar-2024
Group Bonds in a buy zone, if 2024 will be the UK’s year and WisdomTree on commodities: Thoughts from Fundswire this week By Diana Llewellyn, Content Executive  22-Mar-2024
Group The top-quartile UK and European small-cap funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  19-Mar-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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