HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Lakehouse Capital

Lakehouse Small Companies Fund

Small-cap

Dec 2024 → Feb 2026

Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.

3 letters in 3 years — follow all of Lakehouse Capital for every strategy.

Its investment theses

  • FINEOS Corporation Holdings plcFeb 2026FINEOS Corporation Holdings plc is a cloud-native core insurance software provider with expanding profitability, embedded AI, sticky enterprise relationships, revenue visibility to 2027, and an attractive valuation versus peers.
  • SiteMinder LimitedFeb 2026SiteMinder Limited is a hotel commerce and distribution platform with accelerating growth, resilient per-property pricing, essential AI-era infrastructure, improving unit economics, and an attractive valuation.
  • Cogstate LtdFeb 2026Cogstate Ltd is a neurocognitive assessment provider for CNS clinical trials with surging contract wins, growing backlog and channel leverage, positioning it to capture large Phase 3 opportunities.

Every letter

2026

  • February 2026

2025

  • March 2025

2024

  • December 2024

Other Lakehouse Capital strategies

  • Lakehouse Capital Global Growth Fund6
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