Lakehouse Capital’s November 2023 Investor Letter

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” November 2023 investor letter. During November, global equity markets performed well with the team focusing on tracking earnings reports of various portfolio companies. The portfolio’s holdings continue to perform well, displaying strong fundamentals and executing on their growth opportunities. The Fund returned 10.9% net of fees and expenses for the month compared to 4.3% for its benchmark....