Here’s Why Sea Limited (SE) Performed Well in September

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” September 2023 investor letter. A copy of the same can be downloaded here. After August’s hectic reporting season, September was a comparatively quiet month for the Fund in terms of fundamental news flow. The fund returned -5.0% net of fees and expenses for the month compared to -3.8% for its benchmark, MSCI All Country World Index Net Total Returns (AUD). In addition, please check the...