We are pleased to share with you the first Lakehouse Global Growth Fund monthly letter for the new calendar year. January was a positive month for the Fund due to the combination of improving investor sentiment and some strong relative results from our portfolio holdings. Please read our letter below for details on some of our key holdings' results. #globalequities #activemanagement #equityinvestment
Lakehouse Capital
Financial Services
Sydney, New South Wales 1,290 followers
Sydney-based boutique investment manager.
About us
Lakehouse Capital is a Sydney-based boutique investment manager. The firm embraces a long-term, high-conviction approach and is the manager of two unlisted managed funds, the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund. The Lakehouse Small Companies Fund (ARSN 615 265 864) concentrates on investing in small, fast-growing companies across Australia and New Zealand. The Lakehouse Global Growth Fund (ARSN 621 899 367) focuses on investing in mid- to large-capitalisation global growth companies in developed markets. The responsible entity for both the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund is Equity Trustees Limited, one of Australia’s leading providers of responsible entity services. The information included on this page 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 either Fund, seek professional advice and read the relevant product disclosure statements which are available online at https://www.lakehousecapital.com.au/pds/ ACN: 614 957 603 | AFSL 526842.
- Website
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https://www.lakehousecapital.com.au
External link for Lakehouse Capital
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Sydney, New South Wales
- Type
- Privately Held
- Founded
- 2016
Locations
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Primary
Get directions
50 Pitt St
Sydney, New South Wales 2000, AU
Employees at Lakehouse Capital
Updates
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Welcome to our December 2023 monthly letter for the Lakehouse Global Growth Fund. It was a relatively quiet month for the Fund in terms of fundamental news flow as companies tend to avoid making important announcements over the holidays. During the month the team remained focused on evaluating existing positions and seeking new opportunities. For more insights and our commitments for the new year ahead, please read the letter below. #growthequity #longterminvesting #globalinvesting #equities
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December was a positive month, despite being relatively quiet in terms of fundamental newsflow for our portfolio companies. Markets were upbeat with easing inflation figures pointing to future moderation in interest rates. While 2023 was punctuated by macroeconomic and geopolitical concerns, we are pleased to see the fund returned 26.9% after fees for the year and are looking forward to the year ahead. We welcome you to read the full update below. #growthinvesting #smallcaps #longterminvesting #investing #sharemarket
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Welcome followers to this month's Lakehouse Small Companies Fund letter. Sentiment toward equity markets shifted during the month as inflation continued to moderate. Equity markets rallied on the optimism that interest rates may actually move down in 2024, and in this environment, the market put increased focus on small caps. For more details on the Fund and the portfolio news, please see the monthly letter below. #smallcaps #australianequities #activemanagement
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We are pleased to share with you the November 2023 letter for the Lakehouse Global Growth Fund. It was a positive month for global equity markets with the team’s primary focus on a number of portfolio companies that reported earnings. The macro headwinds are continuing to ease with a moderate inflation rate and stablising 10-year bond yields, and we are excited about the opportunity that lies ahead as we move into 2024. Please see below for more detail. #globalequities #growthequity #longterminvesting
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Geopolitical events and economic data continued to weigh on markets in October. For our part, we continue to make investment decisions based on the fundamental long-term drivers of the businesses we invest in, that we believe have the potential to weather economic challenges and prosper over the long-term. For our latest thoughts and updates on the portfolio please read the letter attached. #smallcaps #australianequities #activemanagement
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October was a busy month with reporting season in full flow for global companies. We were pleased with the collective fundamental performance of our businesses as they continue to affirm our long-term theses. We note that the Fund’s portfolio companies grew revenue 25% year-on-year on a weighted-average basis through the latest reporting period. For more details on the Fund and the holding results see our latest Monthly Letter. #globalequities #activemanagement #equityinvestment
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The Lakehouse Small Companies Fund outperformed its benchmark in the month of September. While it was a quiet month for the Fund in terms of fundamental news flow there continues to be plenty of macroeconomic news. We continue to take a balanced view of the current economic backdrop and remain focused on finding and backing excellent growth companies. Please see below for the full update. #smallcompanies #growthinvesting #longterm
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September was business as usual for our long term driven investment process. During the month we met with portfolio companies CoStar Group, Spotify, Adyen and Sansan. See below for the full update. #globalinvesting #growthequities #longterm