Joe Magyer’s ingredients for outperformance

The following article appeared on Livewire on July 24, 2020.

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that question is irrelevant. It’s the company’s DNA, not the market conditions, that produces a company’s growth.

“We’re looking for companies that we think will thrive regardless of the environment”

Whilst not oblivious to the macro environment, Lakehouse has established a list of criteria when looking for companies that can take advantage of the crisis and outperform their competitors. With these criteria set in place, Joe reveals what he looks for in a company, and plus one company that tripled in just three months.

Disclosure: The Lakehouse Global Growth Fund owns shares of Twilio.