Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners

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.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

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The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

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