Media

The Life of a Langdon Investor Podcast – Episode 1

December 13, 2024

Join Greg Dean, Founder & Lead Investor, as a guest speaker on The Life of a Langdon Investor podcast hosted by Montana Mortimer, Partner & Investor Relations. Episode 1 discusses Langdon’s approach to “investing like a local.”

Portfolio Commentary

Q3 2024 INVESTOR UPDATE - Langdon Canadian Smaller Companies Portfolio

October 23, 2024

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

Portfolio Commentary

Q3 2024 INVESTOR UPDATE - Langdon Global Smaller Companies Portfolio

October 23, 2024

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

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.

Insights
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Portfolio Commentary

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.

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.

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.

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.

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.

Insights
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Media

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."

Media

C4K Investors Conference Presentation

October 22, 2025

Langdon Founder & Lead Investor Greg Dean presents at the C4K Investors Conference in Toronto, providing a deep-dive on Compounding small companies.

Media

2025 Market Update for UK Investors - Small Cap Strategies for Outsized Performance

September 9, 2025

Greg Dean, Langdon Founder and Chief Investor covers Langdon’s people-centric approach to research and disciplined selection, a deep dive into the small cap asset class, and a case study on CSW Industrials, an underfollowed, high-margin, low-debt compounder that has delivered a fivefold return since our initial investment.

Media

Greg Dean interview on RASK: Why global small caps still win & how to find the next compounder

July 23, 2025

Greg Dean shares how his team finds and backs global small cap compounders, why private investors are missing out, and how Langdon's investment process gives it an edge.

Media

BNN Bloomberg Market Call: Interview with Greg Dean

July 15, 2025

Langdon Founder & Lead Investor Greg Dean features on BNN Bloomberg providing an outlook on small caps amid market volatility.

Media

AusBiz TV: Isaac Bowman Interview

July 10, 2025

Langdon Investor, Isaac Bowman features on Auzbiz TV highlighting the unique qualities of “AND companies”, businesses capable of simultaneously pursuing organic growth, acquisitions, and capital returns such as dividends or buybacks.

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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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."

Media

C4K Investors Conference Presentation

October 22, 2025

Langdon Founder & Lead Investor Greg Dean presents at the C4K Investors Conference in Toronto, providing a deep-dive on Compounding small companies.

Media

2025 Market Update for UK Investors - Small Cap Strategies for Outsized Performance

September 9, 2025

Greg Dean, Langdon Founder and Chief Investor covers Langdon’s people-centric approach to research and disciplined selection, a deep dive into the small cap asset class, and a case study on CSW Industrials, an underfollowed, high-margin, low-debt compounder that has delivered a fivefold return since our initial investment.

Media

Greg Dean interview on RASK: Why global small caps still win & how to find the next compounder

July 23, 2025

Greg Dean shares how his team finds and backs global small cap compounders, why private investors are missing out, and how Langdon's investment process gives it an edge.

Media

BNN Bloomberg Market Call: Interview with Greg Dean

July 15, 2025

Langdon Founder & Lead Investor Greg Dean features on BNN Bloomberg providing an outlook on small caps amid market volatility.

Media

AusBiz TV: Isaac Bowman Interview

July 10, 2025

Langdon Investor, Isaac Bowman features on Auzbiz TV highlighting the unique qualities of “AND companies”, businesses capable of simultaneously pursuing organic growth, acquisitions, and capital returns such as dividends or buybacks.

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