Lakehouse Capital focuses on competitively advantaged companies that are growing in attractive industries and led by talented and aligned management teams. Such opportunities tend to offer multiple ways for patient, long-term investors to achieve market outperformance.

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Few investments offer the compelling long-term outcomes we search for, and as a result we hold large allocations to a concentrated portfolio of what we consider to be elite businesses. We view our stakes in businesses as strategic investments, not trading positions.

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