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.
What’s so special about IP?
Intellectual Property, as the term suggests, encompasses tangible and intangible assets owned by an individual, a firm, or an industry, usually protected by a legal right governing the use of such assets.
Investing in networks
As investors at Lakehouse Capital, we understand the benefits of taking a long-term approach rather than falling into the trap of short-termism and trying to time markets. Our long-term investment horizon is one of the key foundations of our investment philosophy.
Lakehouse December 2021 Webinar
Lakehouse Capital recently hosted a client webinar and live Q&A featuring Lakehouse Chief Investment Officer, Donny Buchanan, Portfolio Managers’ Nick Thomson and Pooja Shirangi and our Co Founder, Joe Magyer. The team provided a review of corporate changes, the Lakehouse Funds as well as our market outlook.
How investors can tilt the odds in their favour in 2022
Investors could be well served to invest less time on the transitory vs permanent inflation debate, and more on tilting their portfolios to thrive regardless of the prevailing economic environment.
Recent Commentary
- High conviction investing amid a downturn December 4, 2023
- This healthcare name just keeps on delivering August 17, 2023
- Investing through the cycle (and a stock that passes our filters) August 7, 2023
- Building a World Cup winning portfolio July 6, 2023
- Unwrapping Growth Investing April 29, 2023
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