Lunch: Heriot Global Fund Update & Inside the Boardroom

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The team will be discussing company resilience in the face of a very noisy geopolitical backdrop. Lots of people will talk about pricing power, high quality companies with economic moats, but what does that look like in the second half of 2025? We hope to take you into the boardroom and have a deep company dive into some of the real world issues facing senior management. How dividend growth keeps you honest- avoid valuation traps, dividend cuts and closely monitor future growth prospects.