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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 calculations are based on exit price with distributions reinvested, after fees and expenses, since inception in mid-November 2016.
* 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...

October 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...

October 2018 Monthly Letter

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