Investor Summary

Freddie Lait serves as Managing Partner at Latitude and Portfolio Manager of both the Horizon and Global Funds. Before founding Latitude in 2016, he was a fund manager at Odey Asset Management, with prior roles at Rothschild & Co and Goldman Sachs. He holds a Master of Arts degree in Mathematics from Oxford University (St Edmund Hall), is a CFA Charterholder, and serves as a trustee of the Westminster Foundation. The investment team includes Mike Totton as Senior Analyst, bringing experience from Liontrust Asset Management and Majedie Asset Management, Gabriel Hull as Analyst with experience from Fidelity International and Highclere International Investors, along with Jacopo di Nardo and Will Morgan. The operations team is led by COO James Foster with over 15 years of asset management experience.

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Fund Strategy

The Latitude Global Fund employs a high conviction, style-agnostic investment approach combined with fundamental internal research and disciplined portfolio construction. The fund maintains a concentrated portfolio typically consisting of 25-35 large-cap, liquid, globally diverse positions. The investment objective is to achieve strong returns across market cycles by combining fundamental internal research with disciplined portfolio construction, trading infrequently and investing for the long-term in a diversified portfolio of high-quality companies. The firm strictly avoids leverage, short selling, and derivatives, prioritizing alignment with client interests and sustainable value creation. ESG analysis is fully integrated into the fundamental research process and directly impacts investment decisions.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
15.80% - -
2025
21.0%