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17
Aug
This healthcare name just keeps on delivering
There have been many critics of Pro Medicus along the way, but if you want access to an exceptional company, with leading technology, a dominant market position, a dearth of competitors, and new levers to pull to fuel growth, then you generally need to be willing to pay an exceptional price.
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07
Aug
Investing through the cycle (and a stock that passes our filters)
It’s unusual to find investment opportunities that tick all our boxes at the same time but in our experience they tend to most often be found in software, healthcare and consumer markets. Here we profile a silver medal finalist for Small Companies Fund for the FY 23 year, Cettire.
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06
Jul
Building a World Cup winning portfolio
As countries put up their best to battle it out, Nick Thomson from Lakehouse Capital puts together a tournament-winning portfolio with the Lakehouse Global Growth Fund.
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Lakehouse Capital Pty Ltd (ACN 614 957 603) is a boutique investment management firm which was founded in 2016, based in Sydney, Australia. Lakehouse is a growth equity manager offering two funds, the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund. Read more…
