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

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.

Media

Why Next-Gen Managers Are Embracing Decision Attribution

December 13, 2023

Langdon Founder and Lead Investor, Greg Dean features in Essentia Analytics' Behavioral Alpha Webinar, delving into decision attribution, and how the team are employing it in their portfolio construction to deliver alpha for clients and investors.

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.

Media

LANGDON PORTFOLIOS – YEAR ONE IN REVIEW WEBINAR

September 28, 2023

Langdon Founder & Lead Investor, Greg Dean and Investor Relations manager Montana Mortimer outline Langdon’s strong first year performance against a backdrop of uncertainty, where the team are finding opportunities with a close look at the companies Langdon are invested in.

Media

The global small cap landscape in 2023

September 19, 2023

Langdon Founder & Lead Investor, Greg Dean provides a concise overview of the team’s investment approach and the opportunities Langdon are seeing in the current environment at the 2023 Pinnacle Summit.

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

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

The power of long-term partnerships with our companies

November 30, 2022

A closer look at our relationship with Guardian Capital.

Insights

Two small caps with time on their side

November 2, 2022

Our team highlights two small companies that we think have the attributes to be great long-term investments.

Insights

Helpful market inefficiencies: a live example

October 31, 2022

Smaller company inefficiencies do exist. And we can take advantage of them.

Insights

Why we offer a Canadian Smaller Companies portfolio

October 31, 2022

The compelling opportunities in our own backyard.

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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