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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