Who is Lakehouse Capital?
Lakehouse Capital Pty Ltd (ACN 614 957 603) is a boutique investment management firm which was founded in 2016, based in Sydney, Australia. Lakehouse is a growth equity manager offering two funds, the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund.
What does Lakehouse Capital do, exactly?
Lakehouse Capital is the investment manager for the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund.
The Lakehouse Small Companies Fund is a small-cap managed fund focused on unearthing and owning a portfolio of great growth companies in Australia and New Zealand on behalf of its investors. Additionally, the fund can invest up to 10% of its capital in private market investments (namely, pre-IPO investments).
The Lakehouse Global Growth Fund focuses on the other 98% of listed investment opportunities that are located outside of Australia. The Fund has a global mandate and will invest the majority of assets in a high conviction portfolio of 20 to 30 mid- and large-capitalisation companies with expected long-term growth, and that are listed in developed markets.
What is the Lakehouse Global Growth Fund?
The Lakehouse Global Growth Fund is a managed fund with a global mandate. It will invest the majority of assets in a high conviction portfolio of 20 to 30 mid- and large-capitalisation companies with expected long-term growth, and that are listed in developed markets.
Subject to meeting Lakehouse Capital’s investment criteria, the fund may also invest in companies that are listed in emerging markets or that are smaller in capitalisation.
The Fund is offered to investors located in Australia and New Zealand and may accept retail, wholesale, and institutional investors.
The minimum initial investment amount is $25,000. However, the Fund’s responsible entity may accept lesser application amounts at its discretion.
The responsible entity for the Fund is Equity Trustees Limited, one of Australia’s leading providers of responsible entity services. The Fund’s product disclosure statement, which should be read by all potential investors prior to investing, includes details on the Fund’s strategy, mandate, benchmark, fees, and risks. The Portfolio Manager of the Lakehouse Global Growth fund is Nick Thomson.
What is the Lakehouse Small Companies Fund?
The Lakehouse Small Companies Fund is a managed fund focused on small-cap growth companies listed in Australia and New Zealand. Additionally, the fund can invest up to 10% of its funds in private market investments (namely, pre-IPO investments).
The Fund is offered to investors located in Australia and New Zealand and may accept retail, wholesale, and institutional investors.
The minimum initial investment amount is $25,000. However, the Fund’s responsible entity may accept lesser application amounts at its discretion.
The responsible entity for the fund is Equity Trustees Limited, one of Australia’s leading providers of responsible entity services.
The Fund’s product disclosure statement (PDS) contains all the finer details on the fund, including its strategy, mandate, benchmark, risks, fees, and more. The Portfolio Manager of the fund is Donny Buchanan.
How can I contact someone at Lakehouse Capital?
You can give us a call on 02 8294 9800 or email us at [email protected].
What is your office address?
Level 11, 50 Pitt Street, Sydney NSW 2000.
