Lakehouse August 2022 Webinar

Lakehouse Capital recently hosted a client webinar and live Q&A. The webinar featured Portfolio Manager of the Lakehouse Global Growth Fund, Nick Thomson, alongside our Chief Investment Officer and Portfolio Manager of the Lakehouse Small Companies Fund, Donny Buchanan.

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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.

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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.

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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. 

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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.

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