

NOW OPEN TO NEW INVESTORS


Lakehouse Capital is a Sydney-based boutique fund manager focused on two concentrated, high conviction growth strategies.
About Lakehouse Capital
Watch below to learn more about Lakehouse Capital, our investing philosophy and three investing fascinations: Intellectual Property, Network Effects and Loyalty.
Meet the team
The Lakehouse Global Growth Fund
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.
Last unit price: 04-Aug-2022:
Entry: 1.4933 | Mid: 1.4911 | Exit: 1.4889
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 have much more potential upside.
Last unit price: 03-Aug-2022:
Entry: 1.2852 | Mid: 1.2820 | Exit: 1.2788
Recent Commentary
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18 Jul
Honing the Opportunity Set – Part 2
By Kenny MaiFollowing on from our previous article ‘Honing the Opportunity Set – Part 1’, we return with the second part to complete our two part series to outline the remaining three key characteristics we seek when evaluating potential investments, including examples from our current portfolio.
Read more -
03 Jun
Honing the Opportunity Set – Part 1
Delving deeper into our ‘Fascinations’ based process, in this first article of a two-part series, we outline three key characteristics we seek when honing the opportunity set.
Read more -
26 May
A high-quality compounder with a 63 year track record
By Nick ThomsonIn times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it.
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