The holy grail of investing
Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to explain why the most important consideration when investing is a company’s balance sheet, particularly in the wake of a pandemic.
The single most important concept in markets today
Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to share why he is willing to pay a premium for e-commerce companies that have swiftly adapted to conditions. Joe discusses why portfolio company Paypal is gobbling up market share of this growing market.
Joe Magyer’s ingredients for outperformance
Our Chief Investment Officer, Joe Magyer recently featured on Livewire Markets sharing his “ingredients for outperformance” and also discusses Twilio, a holding of the Lakehouse Global Growth Fund.
Four companies we’re happy to back
Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to discuss how the funds have benefited from the dramatic shifts in the way we all live, work, spend and play. Joe provides a few examples of businesses we continue to support despite the current economic backdrop.
The key elements of a rock-solid balance sheet
Chief Investment Officer, Joe Magyer, recently caught up with Livewire Markets to get provide his view on the most important elements to focus on when assessing the strength of a company’s balance sheet.
