Close window
Hfi logo

We have rolled our website back to the original layout while we work on all of the suggestions you've provided. Please keep coming back for progress updates and stay in touch by registering your details or send us an email to

Lansdowne duo stick to their guns despite 20% losses

Thu Jan 26, 2012

Read more:

Coming off the back of their worst-ever year, Stuart Roden and Peter Davies – co-managers of the big Lansdowne UK fund, which is soon to be renamed as the Lansdowne Developed Markets Fund – remain sanguine about prospects for their core holdings and their investment strategy in spite of the difficult market conditions and the fund’s poor performance in 2011.

Beginning a detailed and insightful December newsletter with an apology to their investors for the fund’s 20% loss last year – which marked its only significant down year in more than 10 years of otherwise spectacular performance – the pair admitted that the dominance of political and macro events in 2011 had taken them by surprise.

"Whereas our ability to exclude noise in assessing...

ISSN: 2151-1845 / CDC10004H

Free Trial

Take a trial today and access

  • Performance news, fund launches, regulation changes and people moves
  • Profiles of fund managers, investors and distributors
  • Live league tables
  • Investor mandates

Popular Searches on HFI