Lakehouse Capital Global Growth Fund’s January 2025 Investor Letter

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” January 2025 investor letter. January was a strong month for the fund, fueled by excellent results from several of portfolio companies. The Fund returned 7.3% net of fees and expenses for the month compared to 2.6% for its benchmark. Since its inception in December 2017, the Fund has returned 254.0% compared to 136.8% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Lakehouse Global Growth Fund’s January 2025 investor letter can be downloaded here.