Launched in 2016, Lakehouse Capital is the Sydney-based investment manager of two unlisted managed funds: the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund.
The Lakehouse Small Companies Fund concentrates on investing in small, fast-growing companies across Australia and New Zealand — including access to IPOs, pre-IPOs, and institutional raisings that aren’t readily available to individual investors.
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.
Erwin Tan is an Senior Analyst at Lakehouse Capital and Deputy Portfolio Manager for the Lakehouse Small Companies Fund. Erwin is the strategy captain for our networks fascination...
General Manager & Head of Distribution
Stuart is the General Manager and Head of Distribution at Lakehouse Capital.
He leads the team responsible for the distribution and servicing of Lakehouse’s investment strategies across channels.
Stuart was employed by Aberdeen Standard for 23 years during which he led Client Service, Sales and Marketing teams and developed business strategy as a Board Director. Prior to his leadership roles Stuart was an equity Investment Specialist for many years.
He holds a Bachelor of Arts in Accounting and Finance (Honours) and is RG146 compliant.
T: +61 419 164 402
Daniel Chen is the Operations Manager and Compliance Manager at Lakehouse Capital.
He is responsible for managing the operational aspects of the business including fund administration, investment operations, regulatory compliance and key vendor relationships.
Prior to joining Lakehouse, Daniel worked at Citco Fund Services (Australia) for 5 years across various roles within the business. Daniel’s most recent role at Citco was as an Account Manager responsible for managing client relationships and overseeing a team of fund accountants.
Daniel holds a Bachelor of Commerce (Accounting and Finance) from the University of New South Wales. He is also a member of CPA Australia (CPA).
Felix Sun is an Operations Analyst at Lakehouse Capital.
Felix supports the Operations Manager and is responsible for oversight of the outputs of our external fund administrator. He also liaises with key external stakeholders including custody, brokerage firms, registry and the funds’ responsible entity, among many others.
Prior to joining Lakehouse, Felix worked at BNP Paribas, Apex Fund Services and Link Group in various operational and registry roles.
Felix holds a Master of Professional Accounting & Business from Monash University and a Bachelor of Information and Computation Science from Tian Jin University, China.
Lakehouse Capital focuses on competitively advantaged companies that are growing in attractive industries, led by talented and aligned management teams. Such opportunities tend to offer multiple ways for patient, long-term investors to achieve market outperformance. Meanwhile, we seek to limit our downside via a rigorous research process emphasising financial strength and attractive valuations, among other factors.
Few investments offer the compelling long-term outcomes we search for, as a result we hold large allocations to a concentrated portfolio of elite businesses. We view our stakes in businesses as strategic, long-term investments, not trading positions.
We are firm believers in the power of concentration. Both logic and empirical research support the philosophy of concentrating capital in one’s top ideas, and it well suits our long-term, business-focused, low-turnover, tax-considered approach.
Who is the responsible entity?
The responsible entity for both the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund is an entity from within Equity Trustees Limited, one of Australia’s leading providers of responsible entity services.