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Lakehouse Capital is a Sydney-based boutique fund manager focused on two concentrated, high conviction growth strategies.

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.

 

 
Meet the team

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.

August 2020 Monthly Letter

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.

August 2020 Monthly Letter

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.

Recent Commentary

  • 10 Sep

    Lakehouse Capital – Webinar and Q&A

    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 their thoughts on the Australian and global reporting seasons, outlined their reasons for optimism and provided a 2020 fiscal year update on how our Smaller Companies and Global Growth Funds have performed and how the funds are positioned for the years ahead.


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  • 19 Aug

    The holy grail of investing

    Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to explain why the most important consideration when investing is a company’s balance sheet, particularly in the wake of a pandemic.


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  • 06 Aug

    The single most important concept in markets today

    Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to share why he is willing to pay a premium for e-commerce companies that have swiftly adapted to conditions. Joe discusses why portfolio company Paypal is gobbling up market share of this growing market.


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