Seizing the UK Scale Up Opportunity - With Peter Davies, Senior Partner & Portfolio Manager at Lansdowne Partners
Episode 22, May 08, 05:00 AM
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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.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Lansdowne Partners
DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.
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.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Lansdowne Partners
DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.