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 market position, a dearth of competitors, and new levers to pull to fuel growth, then you generally need to be willing to pay an exceptional price.
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 found in software, healthcare and consumer markets. Here we profile a silver medal finalist for Small Companies Fund for the FY 23 year, Cettire.
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 Donny Buchanan, alongside both Portfolio Manager of the Lakehouse Global Growth Fund, Nick Thomson, and Senior Investment Analyst Erwin Tan.