Castlebay Conversations: Post-Meeting Discussion with George Ladds & David Ridland: Reflections on Quality, Sustainability and Long-Term Investing
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Castlebay Conversations: Post-Meeting Discussion with George Ladds & David Ridland: Reflections on Quality, Sustainability and Long-Term Investing
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In this post-meeting discussion, George Ladds is joined by David Ridland, Partner at Castlebay Investments, to reflect on their recent conversation with fund manager Michael Crawford.
George and David unpack some of the key themes from the meeting, including the difference between true long-term sustainability and fashionable ESG labels, and why cultural integrity, capital discipline, and alignment with company management matter more than buzzwords. They explore the idea of company life cycles — growth, maturity, and decline — and how this framework helps investors judge quality, value, and future return potential more clearly.
The discussion also touches on the tensions within global equity income investing, challenging the assumption that every holding must generate income today, and explaining why a blend of growth, compounding businesses, and higher-yielding mature companies can lead to more resilient long-term outcomes.
A thoughtful and practical follow-up conversation that highlights the importance of frameworks, patience, and clear thinking in an increasingly noisy investment world.