We formed Latitude in 2016 to offer investors a straightforward and consistent investment experience. Investment solutions are increasingly complex and, while some of this complexity has merits, we believe the greatest ideas are often the simplest.
We invest with high conviction, focussing on qualitative idea generation and intensive due diligence.
Both our Horizon Fund Strategy and our Global Fund Strategy seek to deliver attractive risk-adjusted returns to our investors throughout the economic cycle by following rigorous investment processes, without reference to market benchmarks.
A simple and consistent strategy is the single most important feature of an investment process.
Managing that process within a boutique, partner owned and managed business creates strong alignment of interest and focus on long-term results.
We have an established framework and philosophy for our investment process, which incorporates the optimal aspects of fund management in a consistent manner. We believe this will best serve clients throughout an investing cycle.
Our fund is centred on a portfolio of single stock equity investments, with cash and non-equity investments alongside which are intended to produce ample returns while reducing downside risks.
We embrace volatility at the individual investment level, while continuously endeavouring to reduce it at the portfolio level. This can be done without the need for short strategies or leverage by using the primary findings of diversification theory, behavioural finance, and by taking a genuinely long term approach to every investment we make.
At Latitude we only invest in very liquid instruments. Our stocks are generally larger than £10bn in market cap and our non-equities include government bonds, FX and gold.
The current daily liquidity of the Latitude Horizon Fund is at least 97%. The issue with illiquidity premiums rising will affect larger groups more starkly than boutiques, another reason in our opinion to invest in the latter!
