David Roberts announces retirement after 34-year career

18 February 2022

David Roberts is to retire from fund management in August. This comes after a career of managing
fixed income funds and investment teams that began in 1988.

David joined Liontrust in January 2018 along with Phil Milburn and Donald Phillips to create the
Liontrust Global Fixed Income team. Since their launch in 2018, David has co-managed with Phil and
Donald the Liontrust Strategic Bond, GF Strategic Bond and GF Absolute Return Bond funds. He has
also been assisting Phil and Donald in managing the Liontrust GF High Yield Bond fund over the past
four years.

David will increasingly step back from investment management over the next few months and
reduce his marketing commitments, with Phil and Donald becoming Co-Heads of the Liontrust Global
Fixed Income team. Phil will be responsible for macro-economic analysis, while he and Donald will
continue to co-manage the four funds

David joined Liontrust in January 2018 from Kames Capital where he was Head of Fixed Income and
co-managed Strategic Bond and Investment Grade Bond strategies as well as being in charge of
overall team strategy and fund management.

In a career that started in 1988, David has also worked at Britannia Investment Managers and the
Treasury Department at Lloyds Bank.

Source: Liontrust
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