Castlebay Conversations: George Ladds in Conversation with Michael Crawford
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Castlebay Conversations: George Ladds in Conversation with Michael Crawford
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In this episode of Castlebay Conversations, George Ladds is joined by Michael Crawford, Managing Partner and Chief Investment Officer at Chawton Global Investors, for a thoughtful discussion on long-term global equity income investing.
Michael shares the personal journey that shaped his investment philosophy, from early influences and professional training to the thinkers and frameworks that underpin his approach today. The conversation explores Chawton Global Investors’ Global Equity Income Fund and its focus on quality businesses, capital discipline, and patience in an increasingly noisy, short-term market environment.
Key themes include the importance of return on capital, company life cycles, alignment with management teams, and how sustainable income can be built through a blend of dividends and intelligent capital allocation. George and Michael also reflect on behavioural traps investors face, lessons learned over decades of investing, and why resisting short-term pressures is essential to long-term success.
A calm, insightful episode for listeners interested in quality investing, compounding, and building income that lasts.