Portland Hill Asset Management Is Enamored With These 5 Tech Stocks
Portland Hill Asset Management is a UK-based investment firm launched in 2011 by its founder and CIO Thierry Lucas, who prior to that spent seven years as a partner at Eton Park.
Established in 2011, Portland Hill Asset Management is a London-based equity hedge fund manager founded by Thierry Lucas. Before founding Portland Hill, Thierry was a partner at Eton Park International for over seven years. Portland Hill's investment philosophy aligns with Thierry's career-long investment style, combining deep fundamental, bottom-up analysis with proactive risk management. The firm dynamically allocates capital to catalyst-driven investment opportunities within a single team and portfolio, leveraging a profound understanding of companies.
Mr. Thierry Lucas is the Founder and Chief Investment Officer at Portland Hill Asset Management Ltd. With a career spanning over 20 years in public markets, he specializes in Equity Long/Short, Event-Driven, and Risk Arbitrage strategies across the capital structure. Before launching Portland Hill in 2011, Mr. Lucas was a Partner at Eton Park International for over seven years. His previous experience includes roles at Goldman Sachs, Merrill Lynch, and Lehman Brothers. He holds an MBA from Harvard Business School (1998), a degree from ESCP (1994), and a certificate in Sustainable Business Strategy from Harvard Business School.
Portland Hill Asset Management LTD is a hedge fund managing $160,413,209 in discretionary assets across 11 clients, as reported in their Form ADV from March 2024. Their latest 13F filing for Q1 2024 shows $40,946,115 in managed 13F securities, with a top 10 holdings concentration of 84.2%. The firm's largest holding is Meta Platforms Inc., with 18,812 shares.
