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July 2024 Monthly Letter

July 2024 Monthly Letter

July 2024 Monthly Letter

August 9, 2024

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Recent Commentary

Small 12

High conviction investing amid a downturn

Screenshot 2023-08-17 113454

This healthcare name just keeps on delivering

Screen Shot 2023-03-09 at 2.08.19 pm

Investing through the cycle (and a stock that passes our filters)

World Cup-min

Building a World Cup winning portfolio

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Lakehouse March 2023 Webinar

High conviction investing amid a downturn December 4, 2023
This healthcare name just keeps on delivering August 17, 2023
Investing through the cycle (and a stock that passes our filters) August 7, 2023
Building a World Cup winning portfolio July 6, 2023
Unwrapping Growth Investing April 29, 2023

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Funds

Lakehouse Global Growth Fund

Lakehouse Small Companies Fund

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. Read more…

Contact Us

For queries regarding applications and unit holdings, please contact Apex Fund Services Pty Ltd - Unit Registry (Formally Mainstream Fund Services)
Telephone: 1300 133 451
Email: [email protected]

Investment Manager

Email: [email protected]
Telephone: 02 8294 9800
Office: Suite 2, Level 11, 50 Pitt Street, Sydney NSW 2000

LAST UNIT PRICE

Lakehouse Global Growth Fund
12-Sep-2024:
Entry: 2.2444 | Mid: 2.2410 | Exit: 2.2376

Lakehouse Small Companies Fund
11-Sep-2024:
Entry: 1.6942 | Mid: 1.6900 | Exit: 1.6858

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ACN: 614 957 603 | AFSL 526842
Suite 2, Level 11, 50 Pitt Street, Sydney NSW 2000