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

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
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Portfolio Commentary

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.

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.

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

Q1 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

April 17, 2024

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

Portfolio Commentary

Q1 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

April 17, 2024

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

Insights
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Media

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."

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.

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.

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

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.

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