Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
In this live TV interview, Mansour Dia provides insights into European small caps
.jpg)
A close look at a foundational element of our investment process.

Focusing on time-in-market versus market timing.

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.

In Small Cap investing, there is no substitute for in person meetings.

A closer look at our relationship with Guardian Capital.

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

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

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

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

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

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

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.

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.

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.

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."

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

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.

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

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.
The importance of reinvestment rate and the high ROIC fallacy
A close look at a foundational element of our investment process.
.jpg)
A close look at a foundational element of our investment process.

Focusing on time-in-market versus market timing.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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.

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.

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.

Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.
The importance of reinvestment rate and the high ROIC fallacy
A close look at a foundational element of our investment process.

An interview with Pinnacle Founder Ian Macoun, CFA, outlining what Pinnacle looks for when partnering with World-Class Fund Managers.
Subscribe to receive our latest insights and investment updates.