Latitude Global Fund’s Q3 2026 Investor Letter

Latitude Investment Management, an investment management company, released its Q3 2026 investor letter for Latitude Global Fund. The quarterly report highlights how equity markets continue to rise on the promise of AI’s economic potential, while emphasizing pricing power as a key competitive advantage—cautioning, however, that excessive use can undermine business durability. Pushing price hikes beyond actual value creation annoys customers, inflates cost structures, and invites...