High conviction investing amid a downturn

Why diversification isn't simply a numbers game. How having a concentrated portfolio of businesses in which you can build a deep understanding can serve you

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This healthcare name just keeps on delivering

There have been many critics of Pro Medicus along the way, but if you want access to an exceptional company, with leading technology, a dominant

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Investing through the cycle (and a stock that passes our filters)

It’s unusual to find investment opportunities that tick all our boxes at the same time but in our experience they tend to most often be

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Building a World Cup winning portfolio

As countries put up their best to battle it out, Nick Thomson from Lakehouse Capital puts together a tournament-winning portfolio with the Lakehouse Global Growth

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Lakehouse March 2023 Webinar

Lakehouse Capital recently hosted a client webinar and live Q&A. The webinar featured Chief Investment Officer aand Portfolio Manager of the Lakehouse Small Companies Fund

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An ASX healthcare darling with big shoes to fill: Will it rise to the occasion?

Nanosonics has lived in the shadow of giants like Cochlear for years. Can several near-term growth levers propel the company to new heights?

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Lakehouse December 2022 Webinar

Lakehouse Capital recently hosted a client webinar and live Q&A. The webinar featured Portfolio Manager of the Lakehouse Global Growth Fund, Nick Thomson, alongside our

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Why change drives innovation and growth

Change often leads to uncertainty yet drives innovation and ultimately delivers growth opportunities. Jay Chiu discusses how a rapidly changing economic environment can drive growth

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The ASX company with a $420 million outlook

Healthcare is a tough space in which to win. But one Australian company has been enjoying the fruits of its labour... and then some. 

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Lakehouse August 2022 Webinar

Lakehouse Capital recently hosted a client webinar and live Q&A. The webinar featured Portfolio Manager of the Lakehouse Global Growth Fund, Nick Thomson, alongside our

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