Investment Team

 

Donny Buchanan, CFA

Donny Buchanan is a Co-Founder, CIO and Portfolio Manager for the Lakehouse Small Companies Fund. He joined The Motley Fool in 2014 after 12 years working across financial services and investment...

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Nick Thomson

Nick Thomson is the Portfolio Manager for the Lakehouse Global Growth Fund. Prior to assuming his current role, Nick spent several years leading the...

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Erwin Tan

Erwin Tan is a Senior Analyst and Deputy Portfolio Manager for the Lakehouse Small Companies Fund. Erwin is the strategy captain for our networks fascination...

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Vincent Cheng

Vincent Cheng is an Investment Analyst at Lakehouse Capital supporting both the Small Companies and Global Growth Funds ...

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Operations Team

 

Felix Sun

Operations Analyst

Felix Sun is an Operations Analyst at Lakehouse Capital.

Felix supports the Operations Manager and is responsible for oversight of the outputs of our external fund administrator. He also liaises with key external stakeholders including custody, brokerage firms, registry and the funds’ responsible entity, among many others.

Prior to joining Lakehouse, Felix worked at BNP Paribas, Apex Fund Services and Link Group in various operational and registry roles.

Felix holds a Master of Professional Accounting & Business from Monash University and a Bachelor of Information and Computation Science from Tian Jin University, China.