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.
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.) and Since Inception (p.a.) figures), please click here.
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, 2 Year (p.a.) and Since Inception (p.a.) figures), please click here.
Record volatility has led many investors to get in touch with us on a range of questions. We’re guessing many of you have the same questions so we thought it would be helpful to reach out to all our investors with our thoughts.
The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length about the situation. Nevertheless, our core strategy of investing in growing, high-quality companies for the long-haul remains as true today as ever.
Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we’re continuing to back well-run businesses with bright long-term prospects and letting the fullness of time do the heavy lifting for us.