Joe Magyer's ingredients for outperformance

Livewire Exclusive

Livewire Markets

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that question is irrelevant. It's the company's DNA, not the market conditions, that produces a company's growth.

“We’re looking for companies that we think will thrive regardless of the environment”

Whilst not oblivious to the macro environment, Lakehouse has established a list of criteria when looking for companies that can take advantage of the crisis and outperform their  competitors. With these criteria set in place, Joe reveals what he looks for in a company, plus one company that tripled in just three months. 

 

Take a different approach to investing

Lakehouse Capital embraces a long-term, high-conviction approach that seeks asymmetric opportunities. Hit the 'contact' button below to find out more.

........
Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

2 topics

1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.