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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 9, 2026 | Lakehouse Small Companies Fund | - | - | CAT.AX, CGS.AX, FCL.AX, MFG.AX, PNI.AX, SDR.AX | Australia, Geopolitical, insurance, small caps, software, technology | CAT.AX FIN.AX |
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| 2025 Q4 | Jan 14, 2026 | Lakehouse Small Companies Fund | 0.0% | 4.9% | CAT.AX, CGS.AX, FCL.AX, MFG.AX, OBJ.AX, SDR.AX | Australia, concentrated, growth, small caps, value | Magellan's Capital Partners segment includes a 36.4% stake in investment bank Barrenjoey, which has successfully disrupted the local investment banking oligopoly and transitioned from capital-intensive build phase to cash-generative harvest phase. Barrenjoey paid its maiden dividend in FY25 and is expanding offshore. Cogstate provided a trading update showing contract sales for H1 FY26 expected at US$37-40 million, up 82-97% on prior period, reflecting record pipeline and diversified wins across disease areas. The company has growing contracted backlog expected to support revenue and margin recovery through second half and beyond. | CGS AU MFG AU |
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| 2024 Q2 | Jul 29, 2024 | Lakehouse Small Companies Fund | 0.0% | 0.0% | AD8.AX, ALU.AX, CGS.AX, CTT.AX, IPD.AX, NAN.AX, NWL.AX, PME.AX, PNI.AX, SDR.AX, XRO.AX | Australia, growth, healthcare, long-term, Quality, small caps, technology | Healthcare positions faced challenges with Nanosonics declining 36.9% due to tougher hospital budgets, Impedimed experiencing board overhaul and sales difficulties, and new position Cogstate providing exposure to Alzheimer's research as a picks and shovels approach to the growing treatment development pipeline. | CGS.AX IPD.AX NAN.AX AD8.AX ALU.AX PME.AX |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 18, 2026 | Substack | HD Capital Partners | Cogstate | Healthcare | Biotechnology | Bull | Australian Securities Exchange | ASX, bullish stance, Clinical trials, cognitive science, Cogstate, Eisai, long-term growth, market overreaction, patient investing, undervalued | View Pitch |
| Apr 13, 2026 | Fund Letters | Lakehouse Small Companies Fund | Cogstate | Health Care | Life Sciences Tools & Services | Bull | ASX | Aging Population, Alzheimer's disease, Clinical trials, Cognitive Testing, FDA approval, Healthcare Technology, Neuroscience, Pharmaceutical Research, Picks and shovels | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||