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, FYTD, 1-year, and since inception 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, FYTD, 1-year, and since inception figures), please click here.
Joe walks through what he looks for as part of his investment process and discusses two tech stocks leveraging and monetising network effects effectively.