Time is more important
than timing
We don’t get ahead
by following
We are infinite
learners
Our word is
our bond
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Behind Formula One’s glamour, Langdon found DO&CO, an Austrian catering business with compounding potential. Greg Dean explains how curiosity, five years of research and patience on valuation helped uncover an opportunity for the Global Smaller Companies Portfolio.

What does it take to find standout opportunities in global smaller companies? Greg Dean, Founder and Lead Investor at Langdon Partners, joins Simon Evan-Cook to discuss how his team identifies high-quality businesses, builds conviction and navigates risk, while sharing views on inflation, geopolitics and AI.

Hosted by Stacy Havener of Havener Capital, the webinar covers Greg Dean’s personal journey, Langdon’s investment philosophy, strategy, recent performance challenges, portfolio positioning, and outlooks on market opportunities.
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