Investor Summary

Greg Dean, CFA, serves as Founder, Chief Executive Officer, and Lead Investor of Langdon Equity Partners. He brings over 18 years of investment management experience and was joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year award in 2015. Dean previously served as Partner and Portfolio Manager at Cambridge Global Asset Management starting in 2011, where he managed Canadian and Global smaller company portfolios. He holds a Mathematics degree from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier University, and is a CFA charterholder. Prior to Cambridge, he worked for three years at Fidelity Investments Canada as an equity analyst covering consumer and infrastructure sectors.

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Fund Strategy

Langdon Equity Partners was founded on the belief that investors deserve more and seeks to do better by thinking differently, having the benefit of starting from a clean sheet of paper. The firm targets high-quality, cash-generative smaller companies with enterprise values between $500 million and $5 billion, run by talented and long-term oriented management teams that are fundamentally undervalued. They employ a concentrated approach with 25-40 holdings and a 5-7 year investment horizon. The team conducts approximately 800 meetings annually across 16 countries, emphasizing fundamental research and independent verification over management presentations. They adopt a business owner mindset, approaching public equity markets as long-term owners of businesses rather than short-term traders.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
15.0% -2.7% 7.5%
2025 2024 2023
6.9% 19.8% 26.7%