Welcome to the Spring 2024 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights;
- Paul and Georgie Killik reflect on the firm’s first 35 years
- Rachel Winter draws some key lessons for investors from the last quarter
- We showcase the talents and ideas of our Equity Research team
- Gordon Smith makes the case for investing in India
- Our Wealth Planning roundtable highlights ways to mitigate inheritance tax
- Jack Stockdale offers a quick tour of “factor investing”
- Joe Henry looks back at the life of legendary investor, Charlie Munger