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Quarterly review covering the market outlook and summary of the latest quarter.
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.
Langdon Founder and Lead Investor, Greg Dean features in Essentia Analytics' Behavioral Alpha Webinar, delving into decision attribution, and how the team are employing it in their portfolio construction to deliver alpha for clients and investors.
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.
Langdon Founder & Lead Investor, Greg Dean and Investor Relations manager Montana Mortimer outline Langdon’s strong first year performance against a backdrop of uncertainty, where the team are finding opportunities with a close look at the companies Langdon are invested in.
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.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
Quarterly review covering the market outlook and summary of the latest quarter.
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.
View Langdon’s Investment Case Study Webinar, where Joel Hurren discusses the growth potential of Andlauer Healthcare Group.
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?"
Langdon Founder and Lead Investor, Greg Dean features in Emerging Manager Monthly: "Canadian Firm Brings Big Difference to Small-Cap Strategies."
Langdon Founder and Lead Investor, Greg Dean features in Essentia Analytics' Behavioral Alpha Webinar, delving into decision attribution, and how the team are employing it in their portfolio construction to deliver alpha for clients and investors.
Langdon Founder & Lead Investor, Greg Dean and Investor Relations manager Montana Mortimer outline Langdon’s strong first year performance against a backdrop of uncertainty, where the team are finding opportunities with a close look at the companies Langdon are invested in.
Part 4: To Kill a Compounder – lessons learned on reasons companies stop creating value
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.
The importance of reinvestment rate and the high ROIC fallacy
A close look at a foundational element of our investment process.
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A close look at a foundational element of our investment process.
Focusing on time-in-market versus market timing.
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.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Focusing on time-in-market versus market timing.
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.
In Small Cap investing, there is no substitute for in person meetings.
A closer look at our relationship with Guardian Capital.
Our team highlights two small companies that we think have the attributes to be great long-term investments.
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Smaller company inefficiencies do exist. And we can take advantage of them.
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