The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 12, 2026
Lakehouse Global Growth Fund seeks long-term capital appreciation by investing in high-conviction global growth companies benefiting from durable competitive advantages such as network effects, customer loyalty, and intellectual property. During September 2026, the fund posted a net return of -5.2%, giving up a portion of the gains generated over the preceding two months. Despite this monthly retracement, management reported that the operational fundamentals across portfolio businesses remained unchanged. Top contributor Microsoft rose 3.4% on ongoing strength in Azure and artificial intelligence adoption, while Workiva declined 16.1% in the absence of fundamental news after a substantial multi-month advance. The fund closed the month holding 15 concentrated positions, with the ten largest holdings comprising 76.1% of net assets and cash representing 7.4%. Geographically, portfolio businesses remain well-diversified, generating 58.9% of total revenues outside the United States across Argentina, Canada, Japan, the Netherlands, and Singapore. The team anticipates sharing deeper business updates following the October corporate reporting season.
Compounding capital over the long term by investing in a concentrated portfolio of high-conviction global growth companies supported by durable strategic advantages.
Management looks forward to the start of reporting season in October and plans to share a fuller operational update on company progress in the subsequent monthly letter.
Moderate Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
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