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

Greg Dean on Ausbiz TV

July 29, 2022

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

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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