Good or bad, luck plays a part in all investing outcomes

The more an investor sticks to a defined process, though, the better the odds of playing an increasing role relative to luck.

Read More

Understanding Software as a Service

Not all SaaS companies are created equally, though.

Read More

Guacamole, data and your gut

When it comes to investing trust the data, not your gut

Read More

When big is not beautiful

Don't confuse large with robust.

Read More

A lot to be said for buy-and-hold strategies

Successful investing is hard. It gets a lot harder, though, when you try to rush your way to riches.

Read More

Tourism stocks have their day in the sun

Take it from an American who has settled in Sydney: Australia is a glorious place to live, work and play.

Read More

FANGs are no threat to Australian Banks (but here’s what you should worry about)

Facebook, Amazon, Netflix and Google (part of Alphabet) have changed the way we live, work, play and transact.

Read More

Taking the Broader View

I get it – I'm an investor myself – and no matter the story a company tells today its financial statements will eventually act as

Read More

The Great Consumer Revolution

We’re excited to have set a target launch date for the upcoming Lakehouse Global Growth Fund that we’re keen to share.

Read More

Urbanisation: How the great migration is turbocharging wealth

Rural dwellers around the world are gravitating towards cities in waves that are shifting the ways we live, work, play, and spend -- and the

Read More