The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
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Daniel Avigad serves as portfolio manager of the Lansdowne European Fund and Head of the Lansdowne European Long Only Strategy. He joined Lansdowne Partners in April 2006 and has been a Partner since April 2011, serving on the Management Committee since September 2018. Daniel holds a Master's degree with Distinction in Information Technology and a First Class Honours Bachelor degree in Mechanical Engineering with Mathematics from the University of Nottingham, and is a CFA charterholder. Prior to Lansdowne, he spent five years in the Pan-European telecoms services equities research team at Dresdner Kleinwort Wasserstein. Over a 2.4-year period managing the European strategy, Daniel has achieved an annualized total return of +14.6%, outperforming his peer group composite by 5.3%.
The Lansdowne European Fund employs a concentrated, fundamental analysis-driven approach targeting mid and large-cap European securities. The investment philosophy centers on generating consistent, absolute risk-adjusted returns through exceptional investment talent within a leading-edge operational infrastructure. The fund focuses on identifying European companies that are undervalued with significant potential for value creation or revaluation, using rigorous fundamental bottom-up research informed by both capital cycles and long-term structural change. The approach results in concentrated portfolios with 20-30 companies, focused on maximizing returns relative to risk while maintaining strong corporate governance standards. The fund believes companies with strong corporate governance are more likely to deliver sustainable value to shareholders in the long term.
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