Lakehouse Capital Global Growth Fund’s May 2025 Investor Letter

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” May 2025 investor letter. May proved to be a favorable month for the Fund, driven by a boost in investor sentiment and solid results from portfolio holdings. Overall, the firm remains satisfied with the strong fundamental performance and long-term growth outlook of its portfolio holdings. The Fund returned 6.1% net of fees and expenses for the month compared to 5.1% for its benchmark. Since its inception in December 2017, the Fund has returned 250.6% compared to 133.8% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Lakehouse Capital Global Growth Fund’s May 2025 investor letter can be downloaded here.