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Investing in durable growth companies with a business owners mindset

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Long term mindset

We believe a long time horizon provides a structural advantage in equity markets and invest in companies for years, not months.

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High Conviction

We back the best businesses by running a concentrated strategy, typically holding 20 investment at a time.

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Seeking Asymmetric Outcomes

We seek asymmetric opportunities with multiple ways to win and few ways to lose.

One unique process across two funds

Lakehouse Global Growth Fund

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Investing in mid-to-large growth companies across global markets

18.1% p.a.

Net return since inception
As at 30 November 2024
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Lakehouse Small Companies Fund

Investing in fast-growing smaller companies across Australia and New Zealand

14.8% p.a.

Net return since inception
As at 30 November 2024
Past performance is not indicative of future returns.

Independent thinkers, invested together with our clients

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Aligned

Our investment team is personally invested across both Funds, ensuring our commitment is fully aligned with yours.

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Diverse Experiences, Unique Insights

With a blend of diverse experiences, deep co-tenure, and operating in a collaborative environment, we channel our competitive edge to bring forward our best ideas to win.

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