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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"The managers remain constructive on core holdings like Wix.com and Workiva despite short-term price volatility."
In December 2025, the Lakehouse Global Growth Fund returned -2.1% net of fees and expenses, underperforming its benchmark return of -0.6%. For the 1-year period, the Fund returned -8.5% compared to the benchmark's 13.6%. However, since its inception in late 2017, the Fund has outperformed, returning an annualized 14.6% vs. 12.6% for the benchmark. Wix.com (+6.8%) was the month's primary performance contributor despite ongoing market volatility regarding vibe coding's impact on DIY website builders. Workiva (-8.4%) detracted most from performance on no material news. The Fund closed the month holding 17 positions with a 6.1% cash allocation and 54.5% of total portfolio revenue coming from outside the U.S.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon