Mergers & Acquisitions / Joint Ventures

Liontrust expands global horizons with Occam acquisition


Liontrust Asset Management has agreed to acquire the fund management business of Occam Asset Management, the London firm set up at the end of 2007 by Thames River co-founder Jonathan Hughes-Morgan.

The deal will enable Liontrust to press ahead with its previously-stated objective of expanding into Asia and the emerging markets, in order to complement its existing UK and European equity fund management activities.

Occam manages four Dublin-based funds: Occam Emerging Markets Opportunities, Occam Asia Focus, Occam Asia Absolute Return, and Occam Europe Focus. There are also two Cayman-domiciled hedge funds – Occam Sorbus and Occam Diversity –