LHC Capital
Our archive holds 3 letters from LHC Capital, behind 6 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
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Performance
as of Jun 30, 2026 · net of fees
- YTD−20.2%index +2.4%
- Inception · /yr+10.8%index +8.4%
Index: S&P ASX 200 AI
| YTD | Since inceptionper year | |
|---|---|---|
| LHC Capital High Conviction Fund | −20.2% | +10.8% |
| S&P ASX 200 AI | +2.4% | +8.4% |
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Companies held · 6
Every company LHC Capital has disclosed a position in across our archive, with the letter that last mentioned it.
- HUB24Jun 2026
- Life360Jun 2026
- MA FinancialJun 2026
- Pro MedicusJun 2026
- TechnologyOneJun 2026
- WiseTech GlobalJun 2026
Theses · 6
- Life360September 2026
Life360 has over 100 million active users, growing subscribers and monetization levers through pricing, ads and buybacks that support sustained earnings growth.
Read the full thesis - Pro MedicusSeptember 2026
Pro Medicus combines exceptional margins, a large contracted revenue pipeline and AI-enabled expansion opportunities that support long-term growth.
Read the full thesis - MA FinancialSeptember 2026
MA Financial is a diversified financial services business with strong earnings growth, a fast-growing lending arm and multiple earnings streams beyond private credit.
Read the full thesis - HUB24September 2026
HUB24 is strengthening its competitive position, taking market share and benefiting from structural superannuation growth and the shift to modern investment platforms.
Read the full thesis - TechnologyOneJune 2026
TechnologyOne keeps posting record recurring revenue, with AI and SaaS+ deepening customer integration and supporting margin expansion.
Read the full thesis - June 2026
Life360 is building a growing consumer network with stronger subscription monetisation and an emerging advertising engine.
Read the full thesis
Letter archive · 3
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