Langdon
Langdon Canadian Smaller Companies
North America Small-cap
Dec 2024 → Jun 2025
Our archive holds 3 letters from this strategy, behind 2 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Langdon for every strategy.
Also held
- Groupe Dynamite
- Aritzia
- ATS Corporation
- Definity Financial
- EQB Inc.
Its investment theses
- A & W Food Services of CanadaDec 2024A&W’s strong culture, sustainable growth strategy, and undervaluation position it for long-term success in the QSR market.
- WestaimDec 2024Westaim’s strategic transformation, backed by CC Capital and an insurance-led asset model, positions it for strong value creation.