Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Lakehouse Small Companies Fund delivered a strong 25.7% net return in FY25, outperforming its benchmark's 12.3%. The fund continues to focus on long-term compounding by pruning underperforming positions and concentrating capital into high-conviction compounders.
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The Lakehouse Small Companies Fund delivered a strong 25.7% net return in FY25, outperforming its benchmark's 12.3%. The fund continues to focus on long-term compounding by pruning underperforming positions and concentrating capital into high-conviction compounders.