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Behind Formula One’s glamour, Langdon found DO & CO, an Austrian catering business with compounding potential. Greg Dean explains how curiosity, five years of research and patience on valuation helped uncover an opportunity for the Global Smaller Companies Portfolio.

What does it take to find standout opportunities in global smaller companies? Greg Dean, Founder and Lead Investor at Langdon Partners, joins Simon Evan-Cook to discuss how his team identifies high-quality businesses, builds conviction and navigates risk, while sharing views on inflation, geopolitics and AI.

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."

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 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.

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.
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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.
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Behind Formula One’s glamour, Langdon found DO & CO, an Austrian catering business with compounding potential. Greg Dean explains how curiosity, five years of research and patience on valuation helped uncover an opportunity for the Global Smaller Companies Portfolio.

What does it take to find standout opportunities in global smaller companies? Greg Dean, Founder and Lead Investor at Langdon Partners, joins Simon Evan-Cook to discuss how his team identifies high-quality businesses, builds conviction and navigates risk, while sharing views on inflation, geopolitics and AI.

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

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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