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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.
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.
Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.
Langdon Investor, Joel Hurren, shares perspectives on the narrow leadership in stock markets this year.
An interview with Pinnacle Founder Ian Macoun, CFA, outlining what Pinnacle looks for when partnering with World-Class Fund Managers.
In this live TV interview, Mansour Dia provides insights into European small caps
Langdon Founder & Lead Investor, Greg Dean presents our investment philosophy and the opportunities in global small caps at the 2022 Pinnacle Investment Summit held in Sydney in August 2022.
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.
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.
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