Lansdowne Partners

Jonathan Regis and Nigel Hikmet, Portfolio Managers of Lansdowne’s Developed Markets UCITS fund, recently spoke to Bloomberg about the sectors at the core of their fund - which has beaten over 80% of its peers this year. “The goal is to seek out bargains among the forgotten equities of the last 15 years”, Regis said in an interview in London. You can read the full interview below. https://lnkd.in/eaa8sNCX  

We are excited to share that one of our companies, Helsing, has completed a significant financing round for €450m led by General Catalyst.     Helsing is a truly unique team. Their talent, vision and urgency of mission is world leading in our view. The importance of defence has been completely reappraised in recent years, and we believe the AI-enabled software-based approach of this team can continue to support and improve the defence capabilities of European democracies.   Since our initial investment in Helsing the team has continued to outperform. We are excited for the opportunities ahead enabled by this fundraising.   Please find the company press release here: https://lnkd.in/dj73AcQg

We are delighted to announce that one of our portfolio companies, Oxford Ionics, has set the new world record in quantum computing for quantum chip performance. Having tracked the industry for some time, we believe this is among the most exciting developments announced in recent years. The dream of quantum computation relies on being able to build a core technology that can manage the inherent errors of quantum systems. Many approaches have been implemented and improved over the years, as key industry players have looked to establish a core system to scale further. Given the compounding nature of errors, we believe these results demonstrate a unique potential to scale up towards the ultimate goal of solving large commercial problems. It has been a privilege to support Chris Ballance, Thomas Harty and the broader Oxford Ionics team so far and we are excited for what is to come. Please see the company release here: https://lnkd.in/dfkxWrBH and the supporting paper here: https://lnkd.in/dHaqUPQs

As the first investment capital into Raspberry Pi to anchoring the IPO as cornerstone, it has been a tremendous privilege to be supporting the growth of Raspberry Pi.    A huge congratulations to Eben Upton and the team who have demonstrated incredible creativity, ambition and resilience. We are excited for the next phase of growth ahead, alongside the social impact that we can continue to build on. This is an encouraging message to the broader UK tech ecosystem and will no doubt continue to inspire many others.    Our sincere thanks to the incredibly talented teams throughout the company, all of our co-investors, the Raspberry Pi Foundation and the numerous advisors who have helped make it all happen.

Listen to Peter Davies, Partner & Head of Developed Markets Strategy Lansdowne Partners on his thoughts on UK equities at the London Value Value Conference 2024. https://lnkd.in/eNuFaQEi

Lansdowne Partners is very proud to have been the headline sponsor for the 36th Annual Gulls' Eggs Luncheon, which was hosted on 14th May in support of Cure Parkinson's critical work in funding research to find a cure for Parkinson’s. It was great to see those of you who attended in aid of such a worthy cause. 

Lansdowne Partners is thrilled to support the 36th Annual Gulls' Eggs Luncheon as headline sponsor. In aid of Cure Parkinson's, the event is taking place on 14th May at Merchant Taylors' Company Hall. We look forward to seeing many of you next week. https://lnkd.in/eSvBUM5P

Lansdowne’s European big hitter: Granola stocks are not the answer. https://lnkd.in/etUnQccJ Learn more about Daniel Avigad's views on European markets in a recent interview with Citywire.

Daniel Avigad, Partner and Portfolio Manager Lansdowne Partners recently spoke to Bloomberg. "Our basic premise is identifying cash generative business models that can return money to you and grow at the same time, and which aren’t wildly overvalued,” Avigad said in an interview in London. https://lnkd.in/eDV9ADdc

We are pleased to announce a change in the name of the TM CRUX European Special Situations Fund to the TM Lansdowne European Special Situations Fund. The Fund will continue under the management of Lansdowne Partner and Portfolio Manager Daniel Avigad, investing in equity securities of European companies. The name change follows Lansdowne’s acquisition of CRUX Asset Management Ltd. in 2023 and marks another milestone in the successful integration of the two firms. Learn more about the announcement here: https://lnkd.in/eYam9DAz