Lansdowne Partners Limited

About Lansdowne

Lansdowne is one of the world's leading alternative investment management organisations.

Founded in 1998, they manage assets for a diversified client base that includes some of the world's largest and most sophisticated investors. Lansdowne’s investment philosophy is predicated on generating consistent, absolute risk-adjusted returns, through the use of exceptional investment talent within a leading-edge operational infrastructure.

Central to their investment philosophy is a rigorous process of fundamental research. The research process includes meeting with company management, as well as analysis of publicly available information and proprietary and independent research.

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Funds managed

Key personnel

Peter Davies, Co-Head of Developed Markets Strategy

Peter joined Lansdowne in June 2001, is a member of the Management Committee and is jointly responsible for the Developed Markets Strategy, previously known as the UK Strategy. Prior to joining Lansdowne, Peter was a Director at Merrill Lynch Investment Managers (MLIM, previously Mercury Asset Management). Peter joined MLIM in 1993.

Peter is a member of the investment committee of the Wellcome Trust, an investment committee member at Magdalen College Oxford and a member of the advisory committee of Manocap (a venture capital fund investing in some of the most distressed areas of the world, initially focused in Sierra Leone).

Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford University.

Stuart Roden, Co-Head of Developed Markets Strategy

Stuart Roden joined Lansdowne Partners Limited in June 2001, is a member of the Management Committee and is jointly responsible for the Developed Markets Strategy (previously known as the UK Strategy). Prior to that Stuart was a Managing Director of Merrill Lynch Investment Managers (MLIM).

Stuart started his career in the City in 1984, joining SG Warburg & Co. Stuart is the non-executive chairman of the investment committee of Marylebone Partners LLP, chairman of the Jewish Care investment committee and a member of London School of Economics investment committee.

Stuart received a 1st class honours degree in Economics (BSc) from the London School of Economics in 1984.

 

Why Advance selected Lansdowne

Advance believe that the high standard of the Lansdowne investment team’s stock selection skills, combined with thematic insight and strong risk management will be the key to returns in this phase of the investment cycle. Their bias towards large capital equities compliments Advance’s incumbent investment managers.