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.