About Lakehouse Capital
Meet Chief Investment Officer, Joe Magyer, and learn more about our investing philosophy and three investing fascinations: Intellectual Property, Network Effects and Loyalty.
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 have much more potential upside.For more information about performance (including 1 Month, 3 Month, 1 Year, 3 Year (p.a.) and Since Inception (p.a.) figures), please click here.
The Lakehouse Global Growth Fund focuses on investing in mid- to large-capitalisation global growth companies in developed markets. Big picture, we’re backing market leaders with long growth runways.For more information about performance (including 1 Month, 3 Month, 1 Year, 2 Year (p.a.) and Since Inception (p.a.) figures), please click here.
Lakehouse Capital recently hosted a client webinar and live Q&A. Lakehouse’ Chief Investment Officer, Joe Magyer and Senior Analysts, Donny Buchanan and Pooja Shirangi discussed the Lakehouse investment philosophy and process, performance of the Funds, their observations, and concluded by answering many of our investors questions.
While many investors focus on the level of cash held, it’s the positions in the other 85-95% of the portfolio that really matter. Joe caught up with Livewire to discuss how he and the team are positioning for the new investing environment.
Record volatility has led many investors to get in touch with us on a range of questions. We’re guessing many of you have the same questions so we thought it would be helpful to reach out to all our investors with our thoughts.