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, +8.6% 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 June 2024 net of fees performance:

• Latitude 75% Equity Risk Strategy: +88.2%
• ARC Steady Growth ACI: +45.6

4 Client Service

We have built a suite of custom reporting tools for our charity clients, and we have the flexibility to provide a service that most others do not. We can produce fully consolidated reports detailing the charity’s total investment portfolio (not just the part we manage ourselves).  

• No third-party fund fees
• No VAT
• No charges on entry or exit
• Performance fee share class available