In this episode, I sit down with Freddie Lait, founder of Latitude Investment Management, who went from studying mathematics at Oxford to working at Goldman Sachs and Rothschild, before taking the ultimate leap - selling his house to start his own fund management business in 2016.Today, Freddie manages a £1 billion portfolio with a disciplined, long-term investment philosophy that has generated exceptional returns. In this conversation, we dive deep into:Key Topics Covered:

• Why Freddie sold his house to start his fund (and the financial risk involved)
• The investment philosophy behind Latitude's success
• How to construct a portfolio for long-term wealth creation
• Why earnings growth and dividends matter more than valuation multiples
• The 6.5% free cash flow yield strategy explained
• How 75% of his portfolio is positioned for inflation
• Portfolio management vs. stock analysis - which matters more?
• Why patience is the rarest commodity in investing
• The 10-year rule for judging fund managers
• Building a team of exceptional analysts
• Managing a concentrated portfolio of 24 global stocks
• The difference between investing before and after COVID
• His 30-year vision for the fund

About Freddie Lait:Freddie is the founder and CIO of Latitude Investment Management, launched in 2016. With 16 years of fund management experience, including roles at Goldman Sachs Asset Management and Rothschild, Freddie has built a reputation for disciplined, long-term value creation. His fund focuses on global equities with strong earnings growth, solid free cash flow, and inflation-resistant characteristics.