Equities · London

Landseer Asset Management

South Hub represents Landseer Asset Management before professional investors in Spain, Portugal and Andorra.

About Landseer Asset Management

Landseer Asset Management is a London-based boutique built around a disciplined, high-conviction approach to global equities. The firm’s philosophy is captured in the four qualities it applies to capital: protective, calm, intelligent and patient. Rather than chase market fashions, Landseer concentrates on deep fundamental research and a long-term ownership mindset, aiming to compound capital while managing downside risk across full market cycles.

Its flagship strategy, the Landseer Global Artificial Intelligence fund, is a pure-play global equity portfolio investing exclusively in companies whose business model intrinsically depends on artificial intelligence. It is supported by Orbit, the firm’s proprietary AI platform, which analyses millions of data points to separate genuine winners from “AI-washing”. The team brings more than 75 years of combined experience across houses such as Sanlam, Smith & Williamson, Pictet and Aegon, with a track record dating back to 2017 that has proven resilient through multiple cycles, including the 2022 technology correction. South Hub introduces Landseer’s UCITS strategies to institutional and professional investors across Iberia within the regulatory framework of the CNMV in Spain and the CMVM in Portugal.

Strategies we represent