Surviving and thriving after the next Trump Tweet

Markets continue to obsess over the trade war. We remain focused on finding and backing businesses that we think have the potential to thrive no matter what Trump tweets next.

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Network effects: when big gets very big very quickly

Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.

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Two funds. #1 ranking. Over one year.

Both Lakehouse funds have ranked #1 for performance over one year.

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Screening for dynamic, underfollowed smaller companies

We have three philosophical tenets that inform our approach to screening.

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Two funds. #1 ranking. Over one year.

Both Lakehouse funds have ranked #1 for performance over one year.

Read more