Backing global leaders with conviction
Lakehouse Capital
The Covid Crash was a stark reminder of the virtues of a long-term mindset and a focus on high-quality companies. It’s old hat for us at Lakehouse Capital, though, where we’ve been executing on a long-term, high-conviction, growth-focused approach since Day One.
While we’re the first to say that past performance is in the past, the Lakehouse Global Growth Fund’s total return of 86.7% after fees from inception in December 2017 through the end of July 2020 compared to a 21.8% return for its benchmark shows progress towards our goal of long-term outperformance.
Lakehouse considers that long-term outperformance requires a willingness to think and act differently, including a unique approach to idea generation and emphasis on asymmetric outcomes. The Lakehouse Global Growth Fund, which is focused on backing leading growth companies in developed markets around the world, has a “Recommended” rating from Zenith and a “Superior” rating from SQM Research.
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Joe is the former co-founder. Please visit and follow Donny Buchanan and Nick Thomson for the latest insights around Lakehouses’s unique concentrated investment approach that focuses on the key themes of Intellectual Property, Network and Loyalty...
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Joe is the former co-founder. Please visit and follow Donny Buchanan and Nick Thomson for the latest insights around Lakehouses’s unique concentrated investment approach that focuses on the key themes of Intellectual Property, Network and Loyalty...