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.

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

Insights
|
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
|
Media

Media

Compounders Podcast

August 10, 2023

Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.

Media

AusBiz TV: Joel Hurren Interview

June 2, 2023

Langdon Investor, Joel Hurren, shares perspectives on the narrow leadership in stock markets this year.

Media

Interview with our Distribution Partner: Pinnacle Investment Management Group

May 15, 2023

An interview with Pinnacle Founder Ian Macoun, CFA, outlining what Pinnacle looks for when partnering with World-Class Fund Managers.

Media

AusBiz TV: Mansour Dia Interview

April 26, 2023

In this live TV interview, Mansour Dia provides insights into European small caps

Media

Greg Dean presents at the 2022 Pinnacle Investment Summit

August 1, 2022

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.

Media

Greg Dean on Ausbiz TV

July 29, 2022

Langdon Founder & Lead Investor, Greg Dean talks investment approach and which sectors and regions he sees as the best opportunities for global microcaps.

Insights
|
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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.

Media

Compounders Podcast

August 10, 2023

Greg Dean features on this podcast episode; Shooting for Hall of Fame Returns and World Class Service.

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.

subscribe

Subscribe to receive our latest insights and investment updates.