ABOUT THE AUTHORSThe Liontrust Global Innovation team was founded by James Dowey and Storm Uru whohave worked together for over a decade and built a rigorous investment process toexecute their philosophy of investing in innovative companies.They have since been joined on the team by fund managers Clare Pleydell-Bouverie and James O’Connor, and together they managethe Liontrust Global Technology, Global Dividend and Global Innovation funds. The team have written this report for their investors andconducted the research and analysis within.JAMES DOWEY Co-Head of Global InnovationJames has 19 years of industry experience,including serving as Chief Investment Officer atNeptune Investment Management. He has alsoresearched and taught the history of innovation atthe London School of Economics and advised theUK government on innovation. He holds a first-classMA in economics from Edinburgh University, anMPhil in economics from Kings College, CambridgeUniversity and a PhD from the London School ofEconomics and Political Science (LSE).STORM URU Co-Head of Global InnovationStorm has 12 years industry experience andprior to Liontrust worked at Neptune InvestmentManagement running global funds and covering theglobal industrials sector. He holds an BBS in financeand an MBS in international business from MasseyUniversity, an MBA from Oxford University and is aCFA Charterholder. He represented New Zealandin rowing at the 2008 and 2012 Olympic Games,winning bronze in London in 2012.CLARE PLEYDELL-BOUVERIE Fund ManagerClare joined the team in 2022 and is a fundmanager with eight years of industry experience,having previously worked in global equities atNeptune Investment Management, Liontrust and inprivate equity research across a variety of industries.Clare holds a first-class degree in history from ChristChurch College, Oxford University and is a CFACharterholder.JAMES O’CONNOR Fund ManagerJames joined the team in 2023 and is a fundmanager with nine years of industry experience,having previously worked in global equities atNeptune Investment Management and Liontrust.James holds an MSc in Education Research fromOxford University and the equivalent of a first classA.B. degree in Psychology and Economics fromHarvard University and is a CFA Charterholder. Healso currently plays for the England national team inmen’s netball.The rise of AI: Technology and Innovation Report - 3
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