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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Two funds. #1 ranking. Over one year.

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

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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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