Why the Global Game Has Changed

98% of the world’s equity market value is listed outside Australia.

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How to size up a company’s management like a professional investor

Talking to a company’s leaders would seem a commonsense way to turbocharge one’s knowledge of the business. Curiously, though, not all investors agree.

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Tales of the Economic Hydra

Lots of companies boast that a big slice of their revenue is recurring, and with good reason.

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A Quick Catch Up On Our Fund

Given the enthusiasm for this new venture we thought we’d say a quick g’day, wish you happy holidays, and update you on where things stand with the Lakehouse Small Companies Fund/

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Going the Extra Mile

We go a long way to get to know our companies. Very long.

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