45 min
Lansdowne's European Long Only Equity Fund Money Maze Curated Podcasts
-
- Investing
In this Money Maze Podcast curated discussion, we explore Lansdowne Partners’ European Long Only Equity Fund with Daniel Avigad, its manager.
Daniel has been with Lansdowne Partners since 2006, and has achieved striking results in a concentrated, large cap portfolio, investing in European and UK stocks.
Daniel’s modest and quiet passion for the opportunities he and his team have identified shine through in this conversation. He explains the approach of seeking long-term investments in European equities based on deep diligence, fundamental analysis and active engagement.
He describes the library of knowledge accumulated, their approach to meeting management teams - and presenting them with potential routes and opportunities - and how this can make allies of the companies in which they invest.
Daniel explains their approach to capital cycles, leading to a discussion on the key themes of digitisation, decarbonisation and electrification. He talks about some of the key investments they own, the excellence residing in capital goods in Europe, the challenges of ESG, and why the potential for compelling returns may reside more in Europe than is the general consensus.
--
DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
In this Money Maze Podcast curated discussion, we explore Lansdowne Partners’ European Long Only Equity Fund with Daniel Avigad, its manager.
Daniel has been with Lansdowne Partners since 2006, and has achieved striking results in a concentrated, large cap portfolio, investing in European and UK stocks.
Daniel’s modest and quiet passion for the opportunities he and his team have identified shine through in this conversation. He explains the approach of seeking long-term investments in European equities based on deep diligence, fundamental analysis and active engagement.
He describes the library of knowledge accumulated, their approach to meeting management teams - and presenting them with potential routes and opportunities - and how this can make allies of the companies in which they invest.
Daniel explains their approach to capital cycles, leading to a discussion on the key themes of digitisation, decarbonisation and electrification. He talks about some of the key investments they own, the excellence residing in capital goods in Europe, the challenges of ESG, and why the potential for compelling returns may reside more in Europe than is the general consensus.
--
DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
45 min