Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” April 2024 investor letter. April was a busy month as many of the companies in the portfolio reported earnings. The Fund returned -4.3% net of fees and expenses for the month compared to -2.8% for its benchmark. Since its inception in December 2017, the Fund has returned 152.8% compared to 96.0% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). As of the end of April, the Fund's largest sector allocations were to consumer discretionary (19.3%), information...
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