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The compelling opportunities in our own backyard.
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.
Langdon Founder & Lead Investor, Greg Dean talks investment approach and which sectors and regions he sees as the best opportunities for global microcaps.
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 talks investment approach and which sectors and regions he sees as the best opportunities for global microcaps.
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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