Seizing the UK Scale Up Opportunity - With Peter Davies, Senior Partner & Portfolio Manager at Lansdowne Partners
Peter explains why he's launching a new scale up fund, his experience with Oxford university spinout firms, key investing lessons learnt, and the risks/rewards of contrarian investing.
Peter explains why he's launching a new scale up fund, his experience with Oxford university spinout firms, key investing lessons learnt, and the risks/rewards of contrarian investing.
In 1965, the BBC launched Tomorrow’s World, a pioneering program that ran for four decades, spotlighting innovations in technology, healthcare, and science—many of which became essential to modern life.
Today, the commercialization of groundbreaking inventions presents significant investment opportunities, but identifying, funding, and nurturing them demands vision, skill, and patience.
In this conversation, Peter Davies, Senior Partner and Portfolio Manager at Lansdowne Partners, shares insights into his approach and their latest fund designed to tap into these opportunities.
He discusses the appeal of UK intellectual property from leading British universities—often underfunded and overlooked—drawing on a decade of experience investing in this ecosystem.
From sourcing and financing to filtering and partnering, Davies explains how technological disruption creates both challenges and commercial opportunities. He details exciting prospects, the fund’s structure, exit strategies, and why, despite the allure of high rewards, strict process and valuation discipline remain paramount.
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