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Portland Hill SICAV − European Long/Short

European equities with a convex return profile

I started in finance 22 years ago, and I spent a number of years with various financial institutions, then finally I decided to start Portland Hill, which is basically a continuation of what I’ve done over the past two decades; I started Portland Hill five years ago.

It started with $8 million. We are now managing approximately $800 million. The team has grown as well, so we are six on the investment side, 14 on the business side.

We focus on European centric ideas, that’s really the majority of things that are being dealt on a daily basis. We also have a focus in six sectors with expertise in business services and consumer, but also healthcare and chemicals, and financials.

I always thought it was good to have some optionality in terms of where I would put capital, but at the same time I want to build the expertise of European focus and then finally I think we have this focus in midcaps, typically representing 70% of our portfolio.

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