Why invest in small-caps? Why go global?

The cold reality is that both strategies have much more potential upside. Small-cap companies are a good deal faster-growing than the mega-cap companies that dominate local headlines. And going global unlocks 98% of the world’s equity market value that is listed outside Australia, including everyday household names and the world’s most dominant, valuable technology companies.

Looking to diversify away from slow-growing banks and miners? Lakehouse Capital and its two high conviction growth funds could be a complementary strategy to consider.

Lakehouse Small Companies Fund

The Lakehouse Small Companies Fund focuses exclusively on small, fast-growing companies in Australia and New Zealand. They’re not companies that most investors would’ve typically heard of. They’re much smaller, aren’t as widely followed, and have much more potential upside.

  Product Disclosure Statement

Investors should read and consider the Product Disclosure Statement (PDS) -- and seek their own professional advice -- prior to making an investment in the Fund.

Lakehouse Global Growth Fund

The Lakehouse Global Growth Fund focuses on investing in mid- to large-capitalisation global growth companies in developed markets. We’re excited to back some of the world’s great growth companies, and diversify into new markets. Big picture, we’re backing market leaders with long growth runways.

  Product Disclosure Statement

Investors should read and consider the Product Disclosure Statement (PDS) -- and seek their own professional advice -- prior to making an investment in the Fund.

Got follow-up questions? Ask for a call back. CLICK HERE to arrange.

One Managed Investment Funds Limited (ACN 117 400 987) (AFSL 297042) is the issuer of units in the Lakehouse Small Companies Fund (ARSN 615 265 864) and the Lakehouse Global Growth Fund (ARSN 621 899 367) (Funds). The Funds are offered in Australia and New Zealand. The information included in this message has been prepared without taking account of the reader’s objectives, financial situation or needs. All of the commentary, statements of opinion and recommendations contain only general advice. Any person reading this message should, before deciding to invest in the Funds, read the relevant product disclosure statement and seek professional advice. Lakehouse, its directors, employees and affiliates, may, and likely do, hold units in the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund and securities in entities that are the subject of this report.