Honing the Opportunity Set – Part 2
Following on from our previous article ‘Honing the Opportunity Set – Part 1’, we return with the second part to complete our two part series to outline the remaining three key characteristics we seek when evaluating potential investments, including examples from our current portfolio.
Honing the Opportunity Set – Part 1
Delving deeper into our ‘Fascinations’ based process, in this first article of a two-part series, we outline three key characteristics we seek when honing the opportunity set.
A high-quality compounder with a 63 year track record
In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it.
Loyalty is a sticky business
This past month was notable in that it marked the two-year anniversary of the global spread of COVID-19, an external shock that generated one of the steepest drawdowns and recoveries in stock market history.
Lakehouse March 2022 Webinar
Lakehouse Capital recently hosted a client webinar and live Q&A featuring Lakehouse Chief Investment Officer, Donny Buchanan, with Portfolio Managers’ Nick Thomson and Pooja Shirangi. The team provided a macro overview, an update on the Lakehouse Funds as well as our market outlook.
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