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.

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.

Media

Greg Dean on The Value Perspective: Allocator’s Edge Podcast

April 7, 2025

Greg Dean was recently a guest on The Value Perspective: Allocator’s Edge, hosted by Juan Rodriguez Torres. The Allocator’s Edge episodes spotlight entrepreneurs and delve into the challenges of launching an asset management business—exploring the tough decisions, risks, and insights involved in building a boutique firm.

Media

2025 Pinnacle Insights Series Presentation

April 2, 2025

Mansour Dia, Investor, presents in front of a packed house at the 2025 Pinnacle Insights Series event in Sydney, Australia

Media

Capital Compounders Show: Mansour Dia interview

March 3, 2025

Recently, Mansour Dia was on the Capital Compounders Show with host Robin Speziale. Listen to hear company specific stories and holdings.

Insights
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Portfolio Commentary

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.

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
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Media

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.

Media

Hunting small caps: Greg Dean puts ‘big company’ lens on high-performers

July 30, 2024

Langdon founder features on Canadian Family Offices unpacking our deep research, in-person visits and how we spot compelling small firms around the world.

Media

Signs of life in quality global small companies?

June 12, 2024

Langdon Founder and Lead Investor Greg Dean is interviewed by Australian management consultancy InvestSense, digging in to the latest global small cap landscape.

Media

CASE STUDY WEBINAR: MORNINGSTAR INC

June 6, 2024

View Langdon’s Investment Case Study Webinar, where Isaac Bowman discusses the growth potential of Morningstar Inc (NASDAQ: MORN).

Media

The case for an allocation to Global Small Caps in your Portfolio

June 6, 2024

Langdon Founder and Lead Investor Greg Dean, provides an overview of Langdon’s investment process at the Australian Morningstar Investment Conference.

Media

Billion Dollar Backstory podcast

April 10, 2024

Host of Billion Dollar Backstory, Stacy Havener, chats with our founder and lead investor, Greg Dean, on his investment journey so far, what drove him to set up Langdon, and why he believes return on time is just as important as return on capital in small-cap investing.

Insights
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Thought leadership

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

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

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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.

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.

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.

Media

Greg Dean on The Value Perspective: Allocator’s Edge Podcast

April 7, 2025

Greg Dean was recently a guest on The Value Perspective: Allocator’s Edge, hosted by Juan Rodriguez Torres. The Allocator’s Edge episodes spotlight entrepreneurs and delve into the challenges of launching an asset management business—exploring the tough decisions, risks, and insights involved in building a boutique firm.

Media

2025 Pinnacle Insights Series Presentation

April 2, 2025

Mansour Dia, Investor, presents in front of a packed house at the 2025 Pinnacle Insights Series event in Sydney, Australia

Media

Capital Compounders Show: Mansour Dia interview

March 3, 2025

Recently, Mansour Dia was on the Capital Compounders Show with host Robin Speziale. Listen to hear company specific stories and holdings.

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