Lakehouse Capital is a Sydney-based funds management business launched, and wholly owned, by The Motley Fool Australia Pty Ltd (ACN 146 988 052). Motley Fool members have asked us for years to manage their money for them, and we’re pleased to deliver on that request.
Our first fund launched on 15 November 2016: the Lakehouse Small Companies Fund. The fund focuses on small-caps in Australia and New Zealand, and may also hold up to 10% of its capital in private investments. Namely, pre-IPOs.
Read on to learn more about our Philosophy or catch up with some of our Commentary, including our Investor Letters. You can also register your interest in our fund here.
Joe Magyer is the Chief Investment Officer of Lakehouse Capital and Portfolio Manager of the Lakehouse Small Companies Fund. He has held senior investing roles in both the USA and Australia.
Joe 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 recognized 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.