Langdon Equity Partners is a global investment firm based in Toronto. Being independent, private, and majority owned and controlled by working partners allows us to focus on our clients and their investments.
Strive to be the world’s top performing small cap investment boutique through delivering exceptional returns for our clients, while building longstanding partnerships with investors, companies, and each other.
Compounding in Smaller Companies can be powerful. Our clients recognize results should be measured over years, not quarters.
Ours is a culture that requires and rewards creativity and independent thinking.
What sets us apart is our insatiable curiosity and ability to get up the learning curve.
When we make a commitment to a teammate, a company, a client, or someone in our network, we keep it.
We approach the public equity markets as a long-term owner of businesses. We are a patient, primary research-led investment firm, performing intensive due diligence on every investment idea pursued.
CASHFLOW IS OUR NORTHSTAR
We seek to invest in high-quality cash generative smaller companies run by talented and long-term oriented teams that are fundamentally undervalued.
The foundation of our investment approach is built on developing deep insights through fundamental research. Below is a summary of our investment diligence.
The foundation of our investment approach is built on developing deep insights through fundamental research. Below is a summary of our investment diligence.
These statistics are sourced from Langdon’s own internal tracking logs and are relevant for the last 12 months
up to the most recent quarter end. All noted meetings were live and interactive.
These statistics are sourced from Langdon’s own internal tracking logs and are relevant from firm inception and updated to the most recent quarter end. All noted meetings were live and interactive.
Greg founded Langdon Equity Partners in 2021 and is the firm’s Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years’ experience in investment management. Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst.
While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.
Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments. Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder.
Alex joined Langdon Equity Partners in 2022. Before joining Langdon, he worked with members of the team as an analyst at Cambridge Global Asset Management, responsible for the Asia Pacific region on the smaller companies team. He previously completed an internship at Pembroke Management as well as Cambridge Global Asset Management.
Alex obtained his Bachelor of Commerce with distinction from the John Molson School of Business at Concordia University. He majored in finance with minor in data intelligence and completed the Kenneth Woods Portfolio Management Program, where he was responsible for developing and integrating the program’s ESG framework.
Around the office, Alex administers and oversees the ‘clean desk policy’ and has a deep admiration for Japanese culture.
Isaac joined Landon Equity Partners in 2022. Previously he worked with members of the team as an analyst at Cambridge Global Asset Management (a boutique within CI Investments) spending time on both the Canadian team as well as the small cap team. Isaac began his career in wealth management at Raymond James. He has a Bachelor of Commerce in Management Economics and Finance from the University of Guelph and is also a CFA charterholder.
Isaac is our ‘chief rock turner overer’ and first one in most days. He enjoys hunting the globe for interesting investment ideas and meeting new companies. Outside of work, Isaac enjoys both playing and watching just about any sport. He also enjoys spending time with friends and family, travelling, and exploring the outdoors.
Mansour joined Langdon Equity Partners in 2022. Prior to joining Langdon, he was an M&A and Corporate Development Associate at Constellation Software where he built relationships, conducted due diligence and acquired vertical market software businesses. Mansour's investment career began at Black Creek Investment Management as a generalist Associate on the Global Equities team.
In an attempt to make investing easier to understand and more accessible, Mansour published How Investing Really Works: Timeless Principles in Plain English (advert warning!). Fair to say he had time to kill during the lockdowns. Another activity he picked up during the pandemic is calisthenics. You can catch Mansour desperately trying to learn the front lever at the park when the sun is out.
Mansour was destined to be a global smaller companies investor. Born in France, originally from Senegal and Romania, Mansour graduated from Rotman at the University of Toronto with a Bachelor of Commerce, and has spent a semester at the London School of Economics.
Joel joined Langdon Equity Partners in 2022. Prior to joining Langdon, Joel was an Associate Portfolio Manager at Guardian Capital where he spent time on the Canadian equity team managing concentrated strategies. Joel was born in the UK and recently spent two years working in London. He began his career with RBC Capital Markets where he spent three years covering the Consumer Discretionary and Health Care sectors.
Joel graduated with an Honours Bachelor of Science (Biochemistry) from Queen’s University and earned a Master of Biotechnology degree from the University of Toronto. He is a CFA® charterholder and holds the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB.
Montana joined Langdon Equity Partners in 2023. Previously, she worked in Operations at EdgePoint Wealth Management, where she focused on delivering excellent bilingual client service, providing timely reporting and analysis, and creating and running youth financial literacy events. She has a BAH in Economics from Queen’s University and earned her CIM certification in 2021.
Montana shares our belief that the best investment solutions are 'bought' and not 'sold' and possesses a clear passion for investment consulting and client service. When Montana isn’t helping our clients learn about our Portfolios and understand our approach, you can find her engaged in any and all athletic pursuits, globetrotting, and enjoying Muskoka water activities.
Joe joined Langdon Equity Partners in 2024. He has over 20 years of experience in the investment industry including ten years at Burgundy Asset Management where he was part of the management team and responsible for leading the Canadian Private Client Group and the U.S Institutional Client Group.
In addition, Joe has over 15 years of experience helping non-profits manage their investment portfolios. He is the former chair and current member of the Investment Oversight Committee for Wilfrid Laurier University which oversees investment decisions on behalf of the school’s Pension Plan and Endowment.
Joe graduated with an Economics’ degree from Wilfrid Laurier University and earned a Master of Finance degree from the University of Toronto’s Rotman School of Management. He is a CFA Charterholder.
Joe is a board member of the Georgian Bay General Hospital Foundation.
Langdon Founder & Lead Investor, Greg Dean provides a concise overview of the team’s investment approach and the opportunities Langdon are seeing in the current environment at the 2023 Pinnacle Summit.