Media

Capital Compounders Show: Mansour Dia interview

March 3, 2025

Recently, Mansour Dia was on the Capital Compounders Show with host Robin Speziale. Listen to hear company specific stories and holdings.

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 30, 2025

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

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 30, 2025

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

Media

The Life of a Langdon Investor Podcast – Episode 1

December 13, 2024

Join Greg Dean, Founder & Lead Investor, as a guest speaker on The Life of a Langdon Investor podcast hosted by Montana Mortimer, Partner & Investor Relations. Episode 1 discusses Langdon’s approach to “investing like a local.”

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.

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.

Insights
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Portfolio Commentary

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 30, 2025

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

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 30, 2025

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.

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

Q2 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

July 31, 2024

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

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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Media

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).

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

Billion Dollar Backstory podcast

April 10, 2024

Host of Billion Dollar Backstory, Stacy Havener, chats with our founder and lead investor, Greg Dean, on his investment journey so far, what drove him to set up Langdon, and why he believes return on time is just as important as return on capital in small-cap investing.

Media

Case Study Webinar

March 13, 2024

View Langdon’s Investment Case Study Webinar, where Joel Hurren discusses the growth potential of Andlauer Healthcare Group.

Media

How global small caps can prove resilient through any market cycle

March 6, 2024

Join Founder and Lead Investor, Greg Dean, in his candid conversation with Jarrad Brevi of Pinnacle Investment Management (Langdon’s partners and minority stakeholder) as they reflect on the past 2 years, dive into the question of “Is 2024 the year for small caps?"

Media

Canadian Firm Brings Big Differences To Small-Cap Strategies

February 20, 2024

Langdon Founder and Lead Investor, Greg Dean features in Emerging Manager Monthly: "Canadian Firm Brings Big Difference to Small-Cap Strategies."

Insights
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Thought leadership

Insights

Anatomy of a Compounder Part 4

September 13, 2024

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

Insights

Anatomy of a Compounder Part 3

January 8, 2024

In Part 3 of our Anatomy of a Compounder series, we will talk about companies that can compound cashflows over time without the need for very much, if any, reinvestment.

Insights

Anatomy of a Compounder Part 2

August 9, 2023

The importance of reinvestment rate and the high ROIC fallacy

A close look at a foundational element of our investment process.

Insights

Anatomy of a Compounder Part 1

February 16, 2023

A close look at a foundational element of our investment process.

Insights

Here to stay: the importance of investing as an owner

February 16, 2023

Focusing on time-in-market versus market timing.

Insights

The Devil is in the Details

January 18, 2023

Reviewing recent sea freight rates at surface level is not enough. We analyze the complete picture and the impact on a sample of our companies.

Insights

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Media

Capital Compounders Show: Mansour Dia interview

March 3, 2025

Recently, Mansour Dia was on the Capital Compounders Show with host Robin Speziale. Listen to hear company specific stories and holdings.

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 30, 2025

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

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 30, 2025

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

Media

The Life of a Langdon Investor Podcast – Episode 1

December 13, 2024

Join Greg Dean, Founder & Lead Investor, as a guest speaker on The Life of a Langdon Investor podcast hosted by Montana Mortimer, Partner & Investor Relations. Episode 1 discusses Langdon’s approach to “investing like a local.”

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.

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.

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