At the London Value Investor Conference 2025, Freddie Lait, Managing Partner, Latitude Investment Management and the Portfolio Manager of the Horizon and Global Funds spoke on the topic of "Growth Within the Margin of Safety", where he presented the firm’s approach to intrinsic value with a focus on quality and long-term compounding. He pitched three different stock ideas as well. Lait was previously a fund manager at Odey Asset Management.
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2025 London Value Investor Conference - Freddie Lait
We set up ten years ago. We wanted to run a value strategy that does not rely on people. Vast majority of returns comes from dividends and growth. Intrinsic value has two forms – measurable and unmeasurable. We are trying to focus on unmeasurable.
Three stocks presented:
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