Lansdowne Partners

Portfolio Managers, Jonathon Regis and Nigel Hikmet, recently joined Citywire Wealth Manager’s ‘The Wealth Show’ to discuss the firm’s evolution and insights on navigating today’s market challenges. The podcast is available to listen here: https://lnkd.in/ev64ueBV or can be found on all podcast platforms.

Since the start of 2023, global stock market returns have been dominated by a handful of US technology companies—the Magnificent Seven. But there are plenty of opportunities for investors to consider that go beyond this region and sector. In this episode of On The Money, Portfolio Manager Daniel Avigad joins Kyle Caldwell to delve into the investment case for Europe. They discuss why Europe deserves a place in diversified portfolios, how it offers a unique way to capture technological innovation, and the team’s investment proposition in the region. Click here to listen: https://lnkd.in/eEwXjQPa.

Portfolio Manager Daniel Avigad recently sat down with Amanda Cheesley at Wealth Briefing to discuss investment opportunities within his European Equity Strategy, including how he is looking to find solutions to Europe’s lack of natural resources. You can read the full article below: https://lnkd.in/emFAvk_j

We are pleased to share that Lansdowne Partners headline sponsored the Grouse & Grape Luncheon yesterday. It was wonderful to see more than 300 attendees coming together to support Cure Parkinson's Charity and contributing to such a worthy cause. Thank you to the committee for organising and to everyone who played their part in raising awareness. Rupert Phelps, Melanie Goodman, Will Hamilton, Gavin McNicoll, Mark Somers, James de Broë-Ferguson, Amanda Browning FPFS FCSI, Helen Matthews, Lottie Leefe DipPFS, James Anderson

Lansdowne Partners is proud to announce that our Chief Operating Officer, Karen Zachary, has been named one of the 100 most Influential Women in European Finance by the Financial News for 2024. Karen is one of only three new entrants to the Financial News list this year, a testament to her impact and contribution to Lansdowne Partners since joining over a year ago. Read the full article here: https://lnkd.in/ejEqzfy9

Join us on the 17th October for the Lansdowne Partners European Long Only Strategy Q3 2024 Webinar at 2pm. Portfolio Manager Daniel Avigad and Deputy Portfolio Manager Shashwat Verma will be presenting their quarterly update including their views on the macro environment.   Please kindly register via the below link if you would like to attend. After registering you will receive a confirmation email containing information about joining the webinar. Please note that access to this webinar is restricted to website users who are required to meet professional criteria. Click the link to register: https://lnkd.in/eYcmTRd2

We are pleased to share this article focussing on Raspberry Pi, one of our portfolio companies which has recently joined the FTSE 250 index. Read more here: https://lnkd.in/ew2rVwvy

Peter Davies recently sat down with Algy Smith-Maxwell on his Investment Podcast to discuss where Peter sees the opportunities in equities over the next 5 years and the key growth drivers. As well as touching upon the Lansdowne Partners Developed Markets Strategy research process and who has influenced him the most. The video is available to watch here https://lnkd.in/eMBj-bCD or can be found on all podcast platforms. For further information contact BDteam@lansdownepartners.com

Portfolio Manager Daniel Avigad recently sat down with David Thorpe to discuss his investment strategy and why he believes that Europe has an advantage over the US when looking for businesses that focus in the 'mechanical and materials engineering' space. You can read the full article below: https://lnkd.in/eDme5KPk

We are excited to share that one of our portfolio companies, TechMet Ltd, has announced a significant fundraise from Qatar Investment Authority for a total commitment of $180m, valuing the company above the $1bn mark.    The TechMet Ltd team have built a unique platform for "technology metals" that we believe will become even more important in the medium and longer-term. As the world transitions towards net zero targets, our new economy requires an entirely different set of basic inputs to those needed in the old economy. This includes metals such as Lithium and Nickel, but importantly, this will also require the development of new technologies in broad areas such as mineral extraction, battery chemistry and recycling. We believe TechMet Ltd are positioned very strategically, as the urgency of both supply and security emerges over the coming years.    Lansdowne Partners were the earliest institutional investors in this company in 2021. We are thrilled that the team have been able to attract further scale capital to the platform, as we continue to advance key strategic projects.    Our sincere congratulations to Brian Menell and the whole team.    Read more here: https://lnkd.in/dqGRNrhM