Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

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.

Media

Billion Dollar Backstory podcast

April 10, 2024

Host of Billion Dollar Backstory, Stacy Havener, chats with our founder and lead investor, Greg Dean, on his investment journey so far, what drove him to set up Langdon, and why he believes return on time is just as important as return on capital in small-cap investing.

Media

Case Study Webinar

March 13, 2024

View Langdon’s Investment Case Study Webinar, where Joel Hurren discusses the growth potential of Andlauer Healthcare Group.

Insights
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Portfolio Commentary

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.

Portfolio Commentary

Q4 2023 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 29, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Portfolio Commentary

Q4 2023 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 29, 2024

Quarterly review covering the market outlook and summary of the latest quarter.

Portfolio Commentary

Discerning between the climate and the weather for small caps

November 29, 2023

Langdon Founder and Lead Investor Greg Dean reflects on the outperformance seen across the Langdon portfolios over the year, and that it isn’t your typical drivers that have contributed to the success.

Insights
|
Media

Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

Media

Billion Dollar Backstory podcast

April 10, 2024

Host of Billion Dollar Backstory, Stacy Havener, chats with our founder and lead investor, Greg Dean, on his investment journey so far, what drove him to set up Langdon, and why he believes return on time is just as important as return on capital in small-cap investing.

Media

Case Study Webinar

March 13, 2024

View Langdon’s Investment Case Study Webinar, where Joel Hurren discusses the growth potential of Andlauer Healthcare Group.

Media

How global small caps can prove resilient through any market cycle

March 6, 2024

Join Founder and Lead Investor, Greg Dean, in his candid conversation with Jarrad Brevi of Pinnacle Investment Management (Langdon’s partners and minority stakeholder) as they reflect on the past 2 years, dive into the question of “Is 2024 the year for small caps?"

Media

Canadian Firm Brings Big Differences To Small-Cap Strategies

February 20, 2024

Langdon Founder and Lead Investor, Greg Dean features in Emerging Manager Monthly: "Canadian Firm Brings Big Difference to Small-Cap Strategies."

Insights
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Thought leadership

Insights

Anatomy of a Compounder Part 3

January 8, 2024

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.

Insights

Anatomy of a Compounder Part 2

August 9, 2023

The importance of reinvestment rate and the high ROIC fallacy

A close look at a foundational element of our investment process.

Insights

Anatomy of a Compounder Part 1

February 16, 2023

A close look at a foundational element of our investment process.

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

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Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

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.

Media

Billion Dollar Backstory podcast

April 10, 2024

Host of Billion Dollar Backstory, Stacy Havener, chats with our founder and lead investor, Greg Dean, on his investment journey so far, what drove him to set up Langdon, and why he believes return on time is just as important as return on capital in small-cap investing.

Media

Case Study Webinar

March 13, 2024

View Langdon’s Investment Case Study Webinar, where Joel Hurren discusses the growth potential of Andlauer Healthcare Group.

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