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Portfolio Commentary

Q2 2025 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

July 1, 2025

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

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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.

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Media

Citywire: Why this boutique boss tries to 'kill companies' with his analysis

June 23, 2025

With over 4,100 stocks in the MSCI World Small Cap Index, Langdon Equity’s Greg Dean discussed how he cuts through the noise by focusing on people in this Citywire article.

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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.

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show

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.

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show

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.

Insights
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Portfolio Commentary
show

Portfolio Commentary

Q2 2025 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

July 1, 2025

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

show

Portfolio Commentary

Q2 2025 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

July 1, 2025

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

show

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.

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show

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.

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show

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

January 30, 2025

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

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show

Portfolio Commentary

Q4 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

January 30, 2025

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

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Insights
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Media
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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.

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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
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Insights

How Curiosity, Persistence, and Patience Find Small-Cap Stars Most Investors Miss

October 21, 2026

Behind Formula One’s glamour, Langdon found DO & CO, an Austrian catering business with compounding potential. Greg Dean explains how curiosity, five years of research and patience on valuation helped uncover an opportunity for the Global Smaller Companies Portfolio.

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Insights

Inside Langdon’s Approach to Global Smaller Companies | Podcast with Greg Dean

September 14, 2026

What does it take to find standout opportunities in global smaller companies? Greg Dean, Founder and Lead Investor at Langdon Partners, joins Simon Evan-Cook to discuss how his team identifies high-quality businesses, builds conviction and navigates risk, while sharing views on inflation, geopolitics and AI.

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show

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.

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show

Insights

Anatomy of a Compounder Part 4

September 13, 2024

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

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show

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.

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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.

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Insights

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Insights

How Curiosity, Persistence, and Patience Find Small-Cap Stars Most Investors Miss

October 21, 2026

Behind Formula One’s glamour, Langdon found DO & CO, an Austrian catering business with compounding potential. Greg Dean explains how curiosity, five years of research and patience on valuation helped uncover an opportunity for the Global Smaller Companies Portfolio.

Insights

Inside Langdon’s Approach to Global Smaller Companies | Podcast with Greg Dean

September 14, 2026

What does it take to find standout opportunities in global smaller companies? Greg Dean, Founder and Lead Investor at Langdon Partners, joins Simon Evan-Cook to discuss how his team identifies high-quality businesses, builds conviction and navigates risk, while sharing views on inflation, geopolitics and AI.

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Media

Webinar with Havener Capital: Entrepreneurs Investing in Entrepreneurs

April 13, 2026

Hosted by Stacy Havener of Havener Capital, the webinar covers Greg Dean’s personal journey, Langdon’s investment philosophy, strategy, recent performance challenges, portfolio positioning, and outlooks on market opportunities.

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Media

In the Money: Small Cap Season

March 10, 2026

In this episode of In the Money with Amber Kanwar, Greg explains why he focuses exclusively on global small-cap companies and how he searches the world for businesses that can compound over the next 3–5 years.

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Media

Livewire: Why this global manager backed L1 Group with $50m

March 3, 2026

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group in this Livewire article.

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Media

The Life of a Langdon Investor Podcast – Episode 2

November 13, 2025

Langdon investors Mansour Dia and Sasha Thompson join Montana Mortimer in Episode 2 of the Langdon Investor podcast discussing the "Life of a European Investor."

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