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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Two funds. #1 ranking. Over one year.

Both Lakehouse funds have ranked #1 for performance over one year.

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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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3 Key Insights from the World’s Premier SaaS Event

SaaStr is the premier global gathering of founders and investors with SaaS on their minds. The event has immense gravitational pull with over 12,000 attendees

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A Quick Word About Volatility

The past week has been tough on growth investors.

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Are the big banks finally cheap?

Investors hoping that the big banks will recapture their valuations of yesteryear could be waiting a long time.

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