Lakehouse Capital recently hosted a client webinar and live Q&A. Lakehouse’ Chief Investment Officer, Joe Magyer and Senior Analysts, Donny Buchanan and Pooja Shirangi discussed the Lakehouse investment philosophy and process, performance of the Funds, their observations, and concluded by answering many of our investors questions.
While many investors focus on the level of cash held, it’s the positions in the other 85-95% of the portfolio that really matter. Joe caught up with Livewire to discuss how he and the team are positioning for the new investing environment.
Record volatility has led many investors to get in touch with us on a range of questions. We’re guessing many of you have the same questions so we thought it would be helpful to reach out to all our investors with our thoughts.
The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length about the situation. Nevertheless, our core strategy of investing in growing, high-quality companies for the long-haul remains as true today as ever.
Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we’re continuing to back well-run businesses with bright long-term prospects and letting the fullness of time do the heavy lifting for us.