New York (HedgeCo.net) – In a year where very little has worked in the investment world, having three different funds with double-digit gains is very impressive and that is exactly what Lansdowne Partners has seen happen thus far in 2015.
The firm was highlighted in a recent article from eFinancialNews due to the returns produced by their flagship Developed Markets Fund, the Energy Dynamics Fund and the European Equity Fund.

Through December 18, the Developed Markets fund is up 17% on a year to date basis with gains coming from bullish bets on technology stocks, specifically Amazon, and bearish bets in the energy sector. After producing a gain of 11% in 2014 and the performance this year, the fund has to be making investors happy.

The European Equity fund has produced a gain of approximately 25% so far this year and the Energy Dynamics fund is up approximately 15% through mid-December. The Energy Dynamics fund was launched in January and it has benefitted from bearish bets on the energy and utilities sectors. Coming in to 2015, bearish energy bets were running counter to popular opinion as many hedge fund managers thought oil prices would bounce back in 2015.

Sometimes it pays to go against the crowd.

Rick Pendergraft
Research Analyst
HedgeCoVest