Lakehouse Capital – Lakehouse Capital is a Sydney-based funds management business launched, and wholly owned, by The Motley Fool Australia Pty Ltd (ACN 146 988 052).

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.

May 2020 Monthly Letter

Last unit price 08-Jul-2020:
Entry: 1.7394 | Mid: 1.7351 | Exit: 1.7308

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

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.

May 2020 Monthly Letter

Last unit price 08-Jul-2020:
Entry: 1.7652 | Mid: 1.7626 | Exit: 1.7600

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.

12 Jun

Four companies we’re happy to back

By Joe Magyer

Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to discuss how the funds have benefited from the dramatic shifts in the way we all live, work, spend and play. Joe provides a few examples of businesses we continue to support despite the current economic backdrop.

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29 May

The key elements of a rock-solid balance sheet

By Joe Magyer

Chief Investment Officer, Joe Magyer, recently caught up with Livewire Markets to get provide his view on the most important elements to focus on when assessing the strength of a company’s balance sheet.

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27 Apr

Lakehouse Capital – Client Webinar and Q&A

By Lakehouse Capital

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.

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About Lakehouse Capital

The Lakehouse Small Companies Fund

The Lakehouse Global Growth Fund

Recent Commentary

Four companies we’re happy to back

The key elements of a rock-solid balance sheet

Lakehouse Capital – Client Webinar and Q&A

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