Peter Davies spoke with Christian Mayes at Portfolio Adviser, who was interested to hear his views on why we believe UK banks represent a compelling contrarian opportunity 10 September 2025
Daniel Avigad discusses how political fragmentation and shifting regulatory structures are reshaping European investing and creating potential for long-term renewal. 28 August 2025
Jonathon Regis outlines where long-term opportunities may lie from banks to semiconductors in this MoneyWeek article. 15 August 2025
Fundamental Equity Investing, since 1998.
Please confirm the following:
Jennifer Hood
Jenny joined Lansdowne Partners in April 2014. Prior to this, Jenny was the Investor Relations representative at Habrok Capital Management, a global long/short equity hedge fund based in London. Jenny began her career at Habrok in 2006 (then part of Trafelet Delta Funds), where she managed all client relationships globally.
Naomi Shee
Naomi joined Lansdowne Partners in September 2015, having previously worked at Transact, an investment platform, as a Client Service Manager. Prior to Transact, Naomi worked at Just, a provider of retirement income products.
Naomi holds a BA Hons in French and English Literature from the University of Leicester.
Jane Singer
Sign up to our Insights
To sign up to our insights, enter below details and press the sign-up button.
Back to Insights
