A high-quality growth stock with a very long runway

The recent correction in high growth names provided us with an opportunity to establish a starter position in what we believe is a high-quality business

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Two big reasons to go global

Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global

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How to spot genuine pricing power

A much less visible but even more powerful lever for the long-term investor comes in the form of pricing power.

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Surviving and thriving after the next Trump Tweet

Markets continue to obsess over the trade war. We remain focused on finding and backing businesses that we think have the potential to thrive no

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Network effects: when big gets very big very quickly

Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.

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Screening for dynamic, underfollowed smaller companies

We have three philosophical tenets that inform our approach to screening.

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Fascinations: investment management can learn from sport

The ‘big man’ problem in investment management

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The Lakehouse Small Companies Fund has lowered its initial minimum investment

We’re pleased to announce that the Lakehouse Small Companies Fund has lowered its initial minimum investment from $250,000 to $100,000.

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Daily Unit Pricing: The Lakehouse Global Growth Fund

Daily unit pricing: The Lakehouse Global Growth Fund has now moved to daily unit pricing

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