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.
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.
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.