Portfolio Commentary

Q3 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

October 23, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Portfolio Commentary

Q3 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

October 23, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Insights

Anatomy of a Compounder Part 4

September 13, 2024

Part 4: To Kill a Compounder – lessons learned on reasons companies stop creating value

Media

AusBiz TV: Joe Rooney Interview

September 12, 2024

Joe Rooney, Investor Relations, appears on AuzBiz TV, sharing where the Langdon team is looking for small cap opportunities around the world.

Media

Why trying to time small caps is a "big waste of time" (and 2 long-term stock ideas)

August 21, 2024

Langdon founder was a guest on ‘The RULES of INVESTING’ podcast by Livewire Markets hosted by Chris Conway.

Portfolio Commentary

Q2 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

July 31, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Insights
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Portfolio Commentary

Portfolio Commentary

Q4 2023 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 29, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Portfolio Commentary

Q4 2023 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 29, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Portfolio Commentary

Discerning between the climate and the weather for small caps

November 29, 2023

Langdon Founder and Lead Investor Greg Dean reflects on the outperformance seen across the Langdon portfolios over the year, and that it isn’t your typical drivers that have contributed to the success.

Insights
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Media

Media

AusBiz TV: Joe Rooney Interview

September 12, 2024

Joe Rooney, Investor Relations, appears on AuzBiz TV, sharing where the Langdon team is looking for small cap opportunities around the world.

Media

Why trying to time small caps is a "big waste of time" (and 2 long-term stock ideas)

August 21, 2024

Langdon founder was a guest on ‘The RULES of INVESTING’ podcast by Livewire Markets hosted by Chris Conway.

Media

Hunting small caps: Greg Dean puts ‘big company’ lens on high-performers

July 30, 2024

Langdon founder features on Canadian Family Offices unpacking our deep research, in-person visits and how we spot compelling small firms around the world.

Media

Signs of life in quality global small companies?

June 12, 2024

Langdon Founder and Lead Investor Greg Dean is interviewed by Australian management consultancy InvestSense, digging in to the latest global small cap landscape.

Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

Insights
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Thought leadership

Insights

Building Relationships, One Year at a Time

November 30, 2022

In Small Cap investing, there is no substitute for in person meetings.

Insights

The power of long-term partnerships with our companies

November 30, 2022

A closer look at our relationship with Guardian Capital.

Insights

Two small caps with time on their side

November 2, 2022

Our team highlights two small companies that we think have the attributes to be great long-term investments.

Insights

Helpful market inefficiencies: a live example

October 31, 2022

Smaller company inefficiencies do exist. And we can take advantage of them.

Insights

Why we offer a Canadian Smaller Companies portfolio

October 31, 2022

The compelling opportunities in our own backyard.

Insights

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Portfolio Commentary

Q2 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

July 31, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Media

Hunting small caps: Greg Dean puts ‘big company’ lens on high-performers

July 30, 2024

Langdon founder features on Canadian Family Offices unpacking our deep research, in-person visits and how we spot compelling small firms around the world.

Media

Signs of life in quality global small companies?

June 12, 2024

Langdon Founder and Lead Investor Greg Dean is interviewed by Australian management consultancy InvestSense, digging in to the latest global small cap landscape.

Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

Portfolio Commentary

Q1 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

April 17, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

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