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

A closer look at our relationship with Guardian Capital.

Our team highlights two small companies that we think have the attributes to be great long-term investments.
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Smaller company inefficiencies do exist. And we can take advantage of them.

The compelling opportunities in our own backyard.

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.

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.

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

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.

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

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.

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.

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.
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A close look at a foundational element of our investment process.

Focusing on time-in-market versus market timing.
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Quarterly review covering the market outlook and summary of the latest quarter.

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.

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.

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

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

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