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 Canadian 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 Global Smaller Companies Portfolio

July 31, 2024

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

Media

Hunting small caps: Greg Dean puts ‘big company’ lens on high-performers

July 30, 2024

Langdon founder features on Canadian Family Offices unpacking our deep research, in-person visits and how we spot compelling small firms around the world.

Insights
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Portfolio Commentary

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

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

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

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

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

Q4 2023 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 29, 2024

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

Insights
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Media

Media

Compounders Podcast

August 10, 2023

Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.

Media

AusBiz TV: Joel Hurren Interview

June 2, 2023

Langdon Investor, Joel Hurren, shares perspectives on the narrow leadership in stock markets this year.

Media

Interview with our Distribution Partner: Pinnacle Investment Management Group

May 15, 2023

An interview with Pinnacle Founder Ian Macoun, CFA, outlining what Pinnacle looks for when partnering with World-Class Fund Managers.

Media

AusBiz TV: Mansour Dia Interview

April 26, 2023

In this live TV interview, Mansour Dia provides insights into European small caps

Media

Greg Dean presents at the 2022 Pinnacle Investment Summit

August 1, 2022

Langdon Founder & Lead Investor, Greg Dean presents our investment philosophy and the opportunities in global small caps at the 2022 Pinnacle Investment Summit held in Sydney in August 2022.

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

Anatomy of a Compounder Part 5

June 30, 2025

Part 5 digs into the human side of compounding — how great businesses are often powered by people with the rare mix of willingness and ability to keep creating value long after most would fade.

Insights

Anatomy of a Compounder Part 4

September 13, 2024

Part 4: To Kill a Compounder – lessons learned on reasons companies stop creating value

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

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Insights

Anatomy of a Compounder Part 5

June 30, 2025

Part 5 digs into the human side of compounding — how great businesses are often powered by people with the rare mix of willingness and ability to keep creating value long after most would fade.

Portfolio Commentary

Q1 (+1 MONTH) 2025 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

May 12, 2025

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

Portfolio Commentary

Q1 (+1 MONTH) 2025 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

May 12, 2025

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

Media

LANGDON EQUITY PARTNERS LAUNCHES UCITS FUND, ESTABLISHES INTERNATIONAL PRESENCE

April 23, 2025

Langdon is pleased to announce the launch of the Langdon Global Smaller Companies Fund – UCITS and the establishment of an international presence.

Media

Greg Dean on The Value Perspective: Allocator’s Edge Podcast

April 7, 2025

Greg Dean was recently a guest on The Value Perspective: Allocator’s Edge, hosted by Juan Rodriguez Torres. The Allocator’s Edge episodes spotlight entrepreneurs and delve into the challenges of launching an asset management business—exploring the tough decisions, risks, and insights involved in building a boutique firm.

Media

2025 Pinnacle Insights Series Presentation

April 2, 2025

Mansour Dia, Investor, presents in front of a packed house at the 2025 Pinnacle Insights Series event in Sydney, Australia

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