Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global focus.
A much less visible but even more powerful lever for the long-term investor comes in the form of pricing power.
Listen to Chief Investment Officer, Joe Magyer, appear on Livewire’s exclusive podcast series: “the rules of investing”
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.
Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.
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Lakehouse Global Growth Fund
Lakehouse Small Companies Fund
Lakehouse Capital is a Sydney-based funds management business launched, and wholly owned, by The Motley Fool Australia Pty Ltd (ACN 146 988 052). Read more…
Lakehouse Global Growth Fund 22-Oct-2021:Entry: 2.2766 | Mid: 2.2732 | Exit: 2.2698
Lakehouse Small Companies Fund20-Oct-2021:Entry: 2.2477 | Mid: 2.2421 | Exit: 2.2365