Launched in 2016, Lakehouse Capital is the Sydney-based investment manager of two unlisted managed funds: the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund. Lakehouse Capital is wholly owned by US-based financial services company The Motley Fool.
For more information, please visit our website at www.lakehousecapital.com.au.
Latest sponsor articles
Investors underestimate the power of network effects, which increase the lifetime value of users and deliver high incremental margins with fixed operating costs. It’s worth trawling the market for strong network effects.
How does a small company fund manager identify customer loyalty, pricing power and network effects in a niche business trading at a high valuation, especially when so much value is in the future.
Structuring an investment team around geography or sectors leads to manager bias in poor sectors. Better to focus on a few areas of fascination where product and business expertise can develop.