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You are here: Manager factsheet

Hong Yi Chen
Liontrust Global Funds plc, Liontrust
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Manager profile
Hong Yi Chen is Co-Fund Manager of the US Equity Fund. Hong joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he was an Equity Analyst and Co-Fund Manager for 12 years, and is a member of the Liontrust Global Fundamental team. Hong holds a Bachelor of Arts degree in Economics from Gonville and Caius College, Cambridge and is a CFA Charterholder.
Total return for Hong Yi Chen
Manager career performance
Discrete calendar year performance : Hong Yi Chen

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
Hong Yi Chen 21.0 -2.0 10.9 - - - - - - -
Peer Group Composite 19.4 -3.0 13.6 - - - - - - -
Over / Under 1.6 1.0 -2.7 - - - - - - -
Performance vs peer group composite: Hong Yi Chen
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
2 years
out of a possible 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust GF US Equity Lead manager FO Equity - USA since Jan 01 2021 to present
Liontrust Balanced Co-managed UT Mixed Investment 40-85% Shares since Feb 08 2023 to present
Liontrust Global Alpha Co-managed UT Global since Feb 08 2023 to present
Liontrust Global Smaller Companies Co-managed UT Global since Feb 08 2023 to present
Liontrust US Opportunities Lead manager UT North America since Jul 10 2023 to present
Funds managed previously
Fund Periods
Liontrust Global Focus since Apr 01 2022 to fund close
Liontrust Global Equity since Apr 28 2022 to fund close
Liontrust Global Equity since Apr 01 2022 to Oct 05 2023
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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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