NOW OPEN TO NEW INVESTORS
Lakehouse Capital is a boutique equity fund manager focused on two concentrated, high conviction, long-term growth strategies.
The Lakehouse Global Growth Fund
The Lakehouse Global Growth Fund focuses on investing in mid- to large-capitalisation global growth companies primarily in developed markets. Big picture, we’re backing current and future market leaders with long growth runways.Last unit price: 23-Apr-2024:
Entry: 2.1044 | Mid: 2.1012 | Exit: 2.0980
The Lakehouse Small Companies Fund
The Lakehouse Small Companies Fund focuses exclusively on small, fast-growing companies in Australia and New Zealand. They’re not companies that most investors would’ve typically heard of. They’re much smaller, aren’t as widely followed, and therefore can have more potential upside.Last unit price: 17-Apr-2024:
Entry: 1.5957 | Mid: 1.5917 | Exit: 1.5877
Recent Commentary
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04 Dec
High conviction investing amid a downturn
Why diversification isn’t simply a numbers game. How having a concentrated portfolio of businesses in which you can build a deep understanding can serve you well in periods of uncertainty and market noise.
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17 Aug
This healthcare name just keeps on delivering
There have been many critics of Pro Medicus along the way, but if you want access to an exceptional company, with leading technology, a dominant market position, a dearth of competitors, and new levers to pull to fuel growth, then you generally need to be willing to pay an exceptional price.
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07 Aug
Investing through the cycle (and a stock that passes our filters)
It’s unusual to find investment opportunities that tick all our boxes at the same time but in our experience they tend to most often be found in software, healthcare and consumer markets. Here we profile a silver medal finalist for Small Companies Fund for the FY 23 year, Cettire.
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