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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Afterpay’s opportunity much bigger than the market realises
Three key takeaways from today's report.
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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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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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