In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach.

Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued areas, emphasising that many of today’s strongest investment opportunities lie in overlooked sectors with improving fundamentals.

The conversation explores Lansdowne’s unique role in venture investing, particularly in UK scale-ups and Peter discusses how the firm’s integrated approach to public and private markets enhances long-term research and returns.

For more information visit www.lansdownepartners.com. The overall Lansdowne Developed Markets Strategy currently exceeds $6bn in AUM, containing a Developed Markets UCITS Fund which launched in December 2023 now just over $500m.

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