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...
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...
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...
Kenny Mai, CFA
Kenny Mai is an Investment Analyst at Lakehouse Capital and is the strategy captain for our investing fascinations of loyalty...
Vincent Cheng
Vincent Cheng is an Investment Analyst at Lakehouse Capital supporting both the Small Companies and Global Growth Funds ...
Distribution Team
Stuart James
General Manager & Head of Distribution
Stuart is the General Manager and Head of Distribution at Lakehouse Capital.
He leads the team responsible for the distribution and servicing of Lakehouse’s investment strategies across channels.
Stuart was employed by Aberdeen Standard for 23 years during which he led Client Service, Sales and Marketing teams and developed business strategy as a Board Director. Prior to his leadership roles Stuart was an equity Investment Specialist for many years.
He holds a Bachelor of Arts in Accounting and Finance (Honours) and is RG146 compliant.
T: +61 419 164 402
Operations Team
Daniel Chen
Operations Manager
Daniel Chen is the Operations Manager and Compliance Manager at Lakehouse Capital.
He is responsible for managing the operational aspects of the business including fund administration, investment operations, regulatory compliance and key vendor relationships.
Prior to joining Lakehouse, Daniel worked at Citco Fund Services (Australia) for 5 years across various roles within the business. Daniel’s most recent role at Citco was as an Account Manager responsible for managing client relationships and overseeing a team of fund accountants.
Daniel holds a Bachelor of Commerce (Accounting and Finance) from the University of New South Wales. He is also a member of CPA Australia (CPA).
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.
Policies and Reports
Monthly Letters
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