At Lakehouse Capital we undertake ESG initiatives not only from an investment perspective but from a company perspective. As a funds management organisation we believe that a high standard of business conduct as well as a responsible approach to social, environmental and ethical issues makes good business sense both for our investors, our employees and the wider community.

ESG – part of the core investment process

Considerations regarding environmental, social, corporate governance, and other ethical matters (ESG considerations) form part of our core investment process. While the investment process for the Lakehouse Small Companies Fund and Lakehouse Global Growth Fund do not involve the use of positive or negative screens on these matters, our proprietary research process does take into consideration risks regarding matters relating to ESG considerations while evaluating the overall risk profile of a potential investment. Further, we routinely seek to engage with companies on a broad range of issues including ethical considerations as appropriate. This includes the exercise of voting rights as an important aspect of our investment management process and ability to positively influence corporate governance. Refer to the Proxy Voting Policy and Proxy Voting Record for further information.

Signatory to the United Nations’ Principles for Responsible Investment (UNPRI)

Lakehouse is a signatory to the UNPRI. Lakehouse recognises the PRI as a leading global framework to assist investors in considering ESG issues. The principles are voluntary and aspirational and oblige signatories to: 1. Incorporate ESG issues into investment analysis and decision-making processes; 2. Be active owners and incorporate ESG issues into ownership policies and practices; 3. Seek appropriate disclosure on ESG issues by the entities in which they invest; 4. Promote acceptance and implementation of the principles within the investment industry; 5. Work collaboratively to enhance the effectiveness in implementing the principles; and 6. Report on activities and progress towards implementing the principles.

Member of the Responsible Investment Association Australasia (RIAA)

Lakehouse is a member of RIAA who champion responsible investing and a sustainable financial system in Australia and New Zealand. For more information please visit

Supporter of the Task Force on Climate – related Financial Disclosures (TCFD)

Our investment style naturally favours low carbon intensive businesses. Lakehouse also offsets our own carbon footprint. We are therefore proud to support TCFD in their efforts to improve disclosure and transparency around carbon usage and climate impact.

Shaping a sustainable Lakehouse culture

In addition to considering ESG factors in our investment process, we also want to ensure that Lakehouse leads by example. Lakehouse employs a number of ESG initiatives across the business and continually reviews and seeks further improvements.

Environmental – we seek to minimise our environmental impact including offsetting our carbon footprint in partnership with

Social – a wide range of initiatives to ensure the mental and physical health of our employees and support the community around us.

Governance – policies to ensure we operate a sustainable and transparent business and ensure the best outcomes for our clients, employees, stakeholders and the wider community.

For further details on our ESG investment policy and our corporate ESG initiatives please read our full ESG Policy guide