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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.
Quarterly review covering the market outlook and summary of the latest quarter.
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.
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 our investment philosophy and the opportunities in global small caps at the 2022 Pinnacle Investment Summit held in Sydney in August 2022.
Langdon Founder & Lead Investor, Greg Dean talks investment approach and which sectors and regions he sees as the best opportunities for global microcaps.
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.
A close look at a foundational element of our investment process.
Focusing on time-in-market versus market timing.
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In this live TV interview, Mansour Dia provides insights into European small caps
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.
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