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Lakehouse Capital is a Sydney-based boutique fund manager focused on two concentrated, high conviction growth strategies.

Lakehouse Small
Companies Fund
Benchmark
Performance: Since inception in mid-November, 2016 (includes distributions; net of fees and expenses) until 31-Jul-2018
Benchmark: S&P/ASX Small Ordinaries Accumulation Index.
Past performance is not indicative of future returns.

About the Lakehouse Small Companies Fund


Chief Investment Officer Joe Magyer discusses the opportunities available to The Lakehouse Small Companies Fund.

 

 
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The Lakehouse Small Companies Fund

Investing in a high conviction portfolio of 15 to 30 small-cap opportunities across Australia and New Zealand, the Fund is offered in Australia and New Zealand, and caters to individuals, institutions, families and trustees, as well as self-managed super funds, with a minimum of $250,000 to invest.

The Lakehouse Small Companies Fund is currently open to new investors. Read more...

August 2018 Monthly Letter

The Lakehouse Global Growth Fund

The Lakehouse Global Growth Fund has a global mandate and will invest the majority of assets in a high conviction portfolio of 20 to 40 mid- and large-capitalisation companies with expected long-term growth, and that are listed in developed markets. The Fund is offered in Australia and New Zealand, and caters to individuals, institutions, family offices and trustees, as well as self-managed super funds, with a minimum of $100,000 to invest.

The Lakehouse Global Growth Fund is currently open to new investors. Read more...

August 2018 Monthly Letter

Recent Commentary

Lakehouse Capital

Lakehouse Capital is a Sydney-based funds management business launched, and wholly owned, by The Motley Fool Australia Pty Ltd (ACN 146 988 052). Read more…

Contact Us

For queries regarding applications and unit holdings, please contact ONE REGISTRY SERVICES
Telephone: 02 8188 1510
Email: lakehouse@oneregistryservices.com.au

Investment Manager

Email: investorsupport@lakehousecapital.com.au
Telephone: 02 8294 9800
Office: Level 14, 5 Martin Place, Sydney NSW 2000
Mail:   GPO Box 498, Sydney NSW 2001

LAST UNIT PRICE

Lakehouse Small Companies Fund 12-Sep-2018:
Entry: 1.5489 | Mid: 1.5450 | Exit: 1.5411

Lakehouse Global Growth Fund 12-Sep-2018:
Entry: 1.1650 | Mid: 1.1633 | Exit: 1.1616

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ACN: 614 957 603 | Authorised Representative of AFSL 400691
GPO Box 498, Sydney NSW 2001