Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to discuss how the funds have benefited from the dramatic shifts in the way we all live, work, spend and play. Joe provides a few examples of businesses we continue to support despite the current economic backdrop.
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.