Media

Why Next-Gen Managers Are Embracing Decision Attribution

December 13, 2023

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.

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.

Media

LANGDON PORTFOLIOS – YEAR ONE IN REVIEW WEBINAR

September 28, 2023

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.

Media

The global small cap landscape in 2023

September 19, 2023

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.

Media

Compounders Podcast

August 10, 2023

Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.

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
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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

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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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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