Freddie Lait

Freddie Lait, Founder and Managing Partner at Latitude Investment Management, shares insights on Coca-Cola's fascinating business model. He discusses how the company's bottling network supports its capital-light strategy. The conversation also delves into Coca-Cola's recent acquisitions, including Costa Coffee and Body Armor, and explores the brand's shift away from traditional products. Lait highlights the company's adaptability in response to health trends and its strategic growth in emerging markets like India and China.

Freddie Lait, founder of Latitude Investment Management, shares his insights from managing £1.2bn in assets. He emphasizes that patience is the investor's most undervalued virtue and discusses the emotional aspects of investing. Freddie highlights the importance of focusing on growth over glamour, with insights into successful investments in Tesco and AutoZone. He also addresses market risks, AI hype, and stresses knowing oneself to build a repeatable investment process. His sharp take on inflation-linked bonds and bond duration adds depth to his investment philosophy.