Liontrust Investment Partners recently released its “GF Global Innovation Fund” Q3 2026 investor letter. The Fund returned -3.0% in the third quarter of 2026, underperforming the MSCI AC World Index, which gained 1.6%. However, the Fund remained ahead year to date, returning 17.9% compared with 13.0% for the benchmark. The quarter was marked by significant volatility across semiconductor stocks, with approximately $3 trillion wiped from semiconductor market capitalizations in July...
