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, 3 Year (p.a.) and Since Inception (p.a.) figures), please click here.
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.), 5 year (p.a.) and Since Inception (p.a.) figures), please click here.
Following 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.
In 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.