About Latitude Investment Management LLP
Latitude
is a boutique investment partnership based in London. We run a multi asset
strategy that invests in a concentrated portfolio of companies designed to
generate superior long-term returns, while diversifying risk. On
the non-equity side, we invest in bonds, currencies and commodities which
generate uncorrelated returns with downside protection. We offer our clients:
1 Simplicity of Process
One
clear, focused investment philosophy
- A
conviction only, buy and hold, concentrated portfolio of best global ideas
- Investing,
not trading, with very low transaction costs
- Allow
compounding to drive returns, +8.7% average annual growth rate since
inception in 2016, including +2.5% annual dividend
2 Culture
Latitude
is a boutique investment partnership, majority owned by staff
- Partners
and staff are invested alongside clients with alignment of interests
- We have
a shared commonality; if our clients do well, we do well
3 Performance
Superior returns over all time periods versus peers, participating in good markets, and protecting the downside in bad markets.
Oct
2016 to Dec 2024 net of fees performance:
- Latitude
75% Equity Risk Strategy: +97.8%
- ARC Steady Growth ACI: +50.1%
Charity funds offered
Available products and minimum investment by fund type.
Charity pooled fund
£500k
Minimum investment
- Charity clients200
- Total assets£80m
- Advisory
- Discretionary
Non-charity pooled fund
- Advisory
- Discretionary
Segregated mandate
£20m
Minimum investment
- Advisory
- Discretionary