Lakehouse Capital is a Sydney-based funds management business launched, and wholly owned, by The Motley Fool Australia Pty Ltd (ACN 146 988 052).
Lakehouse Capital is the investment manager of two unlisted managed funds: the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund.
Our first fund, the Lakehouse Small Companies Fund, concentrates on 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. More details are available but please note the Fund is currently closed to new investors.
The Lakehouse Global Growth Fund has a global mandate and will invest the majority of assets in a high conviction portfolio of 20 to 40 mid- and large-capitalisation companies with expected long-term growth, and that are listed in developed markets.
He has held senior investing roles in both the USA and Australia and has been with the company for 10 years.
He previously served as Director of Research at The Motley Fool Australia as well as the Portfolio Manager of Australia’s Motley Fool Pro, a real-money portfolio with a long-only, ASX-spanning mandate.
During Joe’s tenure at Motley Fool Pro, from inception at the end of March 2014 through mid-August 2016, the portfolio returned a cumulative total return of 81.8% vs. 14.9% for its benchmark, the ASX All Ordinaries Accumulation Index. Before making the leap to Australia, Joe served as the Lead Advisor of Motley Fool Inside Value, which was recognised by The Wall Street Journal and Hulbert Financial Digest for outstanding performance. Joe is also known for his columns for the Australian Financial Review and regular appearances on the likes of CNBC and Sky News Business.
Joe holds a Bachelor of Business Administration from the University of Georgia and a Master of Science in Finance from Georgia State University. He is a CFA charterholder.
Donny Buchanan is a Senior Analyst at Lakehouse Capital. He joined The Motley Fool in 2014 after many years working across financial services and investment management.
Prior to joining the company, Donny established a number of direct private investments alongside managing his listed portfolio.
Previously, Donny worked with QIC’s Global Infrastructure team, which focused on investing in and managing unlisted infrastructure assets, and served as an investment analyst at CP2 (formerly Capital Partners) investing across listed and unlisted markets.
Earlier in his career Donny also worked at KPMG and in the investment services team of one of Australia’s largest super funds, QSuper.
Donny holds a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland. He is a CFA charterholder.
Pooja Shirangi is a Research Analyst at Lakehouse Capital. She joins Lakehouse’s investment team after having spent several years in global equities, particularly in the consumer sector, working across India, the UK and more recently, Australia.
Prior to joining the firm, Pooja worked at Resolution Capital in Sydney analysing global and Australian real estate investment trusts focused on the retail sector. She was also closely involved with shaping the firm’s ESG effort.
Previously, Pooja worked at Citi as part of a top-ranked equities research team covering UK and European Beverages and Tobacco companies. She has also analysed Indian retail and consumer goods companies earlier in her career.
Pooja holds a Bachelor of Commerce and an MBA in Finance from the University of Mumbai. She is an Associate member of CPA Australia.