Castlebay Conversations

Following their fund manager conversation with Ben Peters of Evenlode, George Ladds is joined by David Ridland for a reflective post-meeting discussion, drawing out the deeper themes behind quality investing, judgement, and long-term conviction. The conversation explores the idea of investing as both an art and a science, touching on vocation, experience, and the role of “gut feel” shaped by years...

In this episode of Castlebay Conversations , host George Ladds sits down with Ben Peters , Co-Founder and Portfolio Manager at Evenlode Investment , for a thoughtful discussion on long-term investing in a world dominated by short-term noise. Ben shares his unconventional journey into investment management, from physicist and science teacher to fund manager, and explains how this background shapes...

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 alignm...

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 un...

In this post-meeting discussion, George Ladds is joined by David Ridland , Partner at Castlebay Investments , to reflect on their earlier conversation with Chris Bowie of TwentyFour Asset Management. Together they unpack the key themes in plain English — from how bond prices and yields move like a seesaw, to why duration, liquidity and income matter far more than headline returns. The discussion e...

In this episode of Castlebay Conversations , host George Ladds is joined by Chris Bowie , Partner and Co-Head of Investment Grade at TwentyFour Asset Management . Together they explore how disciplined credit investing works in practice — from scepticism and risk-adjusted returns to income generation, duration, liquidity and the role of corporate bonds in diversified portfolios. Chris shares insigh...

In this post–fund manager meeting discussion, George Ladds is joined by David Ridland , Partner at Castlebay Investments , to reflect on their recent conversation with Havelock. Rather than revisiting performance or short-term market views, the discussion focuses on how good investment decisions are really made. George and David explore the balance between conviction and humility, the role of huma...

In this episode of Castlebay Conversations , George Ladds speaks with Matthew Beddall , Chief Executive Officer of Havelock London. The discussion explores Havelock’s evidence-based approach to global investing, combining quantitative research with human judgment. Matthew shares his journey from systematic investing to building a long-term, conviction-led strategy focused on quality businesses, va...