MAB Quarterly Review Q1 2025 - Adventurous - Flipbook - Page 10
Lansdowne
Manager spotlight
Lansdowne European Special Situations Fund (“Lansdowne”)
Lansdowne’s approach combines both in-depth bottom-up companyspeci昀椀c analysis with an awareness of top-down considerations.
Company selection is overlayed by a portfolio construction process that
delivers a portfolio and return pro昀椀le that aren’t dominated by a single
style factor.
Team:
Daniel Avigad plus 3 dedicated
European analysts
Sub-asset class:
European equities
Team experience:
Daniel has approximately 25 years
of investment experience
Fund inception date:
Daniel has been managing
Lansdowne’s European strategy
since 2013
Last manager meeting:
February 2025
Fund size:
£479 million
Asset class:
Equities
Added to your portfolio:
December 2022
Source: Re昀椀nitiv/ YOU Asset Management
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