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 Global Growth Fund targets long-term capital growth by holding a concentrated, twenty-stock portfolio of market-share-gaining businesses built on network effects, loyalty, and intellectual property. The fund advanced 2.8% in December, driven by strong gains in Amazon but offset by a stronger US dollar weighing on MercadoLibre. It enters 2025 with strong long-term performance and robust international revenue exposure.
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The Lakehouse Global Growth Fund targets long-term capital growth by holding a concentrated, twenty-stock portfolio of market-share-gaining businesses built on network effects, loyalty, and intellectual property. The fund advanced 2.8% in December, driven by strong gains in Amazon but offset by a stronger US dollar weighing on MercadoLibre. It enters 2025 with strong long-term performance and robust international revenue exposure.
