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.
Two funds. #1 ranking. Over one year.
Both Lakehouse funds have ranked #1 for performance over one year.
Screening for dynamic, underfollowed smaller companies
We have three philosophical tenets that inform our approach to screening.
Two funds. #1 ranking. Over one year.
Both Lakehouse funds have ranked #1 for performance over one year.
Fascinations: investment management can learn from sport
The ‘big man’ problem in investment management
Recent Commentary
