Hengistbury Investment Partners LLP
Hengistbury Investment Partners LLP is a hedge fund and investment management firm headquartered in London, United Kingdom. Founded in 2011, the firm manages client portfolios, primarily through its flagship Hengistbury Master Fund. The latest filings indicate an employee count that is not publicly available but is believed to be small. Hengistbury serves institutional and professional investors and is known for managing concentrated equity portfolios.
Investment Strategy
Hengistbury Investment Partners LLP focuses on concentrated equity strategies, investing predominantly in large-cap global equities with significant positions in companies such as Visa, Interactive Brokers Group, and Booking Holdings. The firm exercises deep fundamental research and aims to capture value through long-term holding periods and active portfolio adjustments. Their approach is opportunistic, value-driven, and focused on outsized returns with selective positions.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | VISA INC | 45.67% | $66.9M | 188,318 | $126.41 | $355.05 | -$3.0M |
I IBKR | INTERACTIVE BROKERS GROUP IN | 42.99% | $63.0M | 1,136,084 | $72.46 | $55.41 | +$22.5M |
B BKNG | BOOKING HOLDINGS INC | 11.34% | $16.6M | 2,868 | $2473.22 | $5789.24 | +$2.6M |