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You are here: Manager factsheet

Thomas Smith

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Manager profile
Thomas manages the Liontrust Russia Fund and the Liontrust Latin America Fund. Thomas joined Liontrust in October 2019 as part of the company’s acquisition of Neptune Investment Management. He also leads the team’s research on the energy and utilities sectors and has a Master’s degree in Chemistry from the Oxford University.
Total return for Thomas Smith
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
Discrete calendar year performance : Thomas Smith

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
Thomas Smith 16.8 -2.6 -13.3 41.7 -31.6 -3.3 8.3 51.2 -3.1 -11.8
Peer Group Composite 12.1 -2.4 10.7 39.3 -25.9 -1.7 3.8 40.5 -2.9 -2.0
Over / Under 4.7 -0.2 -24.0 2.4 -5.7 -1.6 4.5 10.7 -0.2 -9.8
Performance vs peer group composite: Thomas Smith
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 5
Falling markets
Outperformed peer group composite
0 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Latin America Lead manager UT Latin America since Jul 01 2011 to present
Liontrust Russia Lead manager UT Specialist since Jan 01 2021 to present
Liontrust Japan Equity Lead manager UT Japan since May 19 2023 to present
Funds managed previously
Fund Periods
Liontrust Emerging Markets since Jan 01 2011 to Jun 29 2016
Liontrust Russia since Jun 01 2013 to Jun 29 2016
Liontrust European Opportunities since Jan 01 2019 to Apr 30 2021
Neptune Russia Special Situations since Jul 02 2013 to Jun 30 2014
Liontrust Latin America since Dec 01 2010 to Jun 30 2011
Liontrust India since May 18 2018 to Dec 10 2018
Liontrust China since Feb 08 2023 to Aug 30 2023
Liontrust Emerging Markets since Feb 08 2023 to Aug 30 2023
Liontrust India since Feb 08 2023 to Aug 30 2023
Liontrust Japan Equity since Feb 08 2023 to Aug 30 2023
Neptune Russia Special Situations since Jul 01 2014 to fund close
Neptune European Long/Short Sector since Sep 18 2013 to fund close
Neptune Global Long/Short Sector since Sep 18 2013 to fund close
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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