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Lakehouse Small Companies Fund's investment thesis on RPMGlobal Holdings Limited ($RUL.AX) — Q1 2025 | Buyside Digest

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$RUL.AXNASDAQRPMGlobal Holdings Limited

BULL

Lakehouse Small Companies Fund—RUL.AX

Fund Letter

Q1 2025

Published March 31, 2025

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

RPM Global entered the fund's top five holdings following the divestment of its lower-margin Advisory unit, turning the company into a pure-play enterprise software business. Led by a...

— Donny, Erwin, Nick, and the Lakehouse Team

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