Lonsec initiates coverage of the Langdon Global Smaller Companies Fund with a ‘Recommended’ Rating

Langdon Equity Partners (Langdon) is pleased to announce the Langdon Global Smaller Companies Fund (the Fund) has received a ‘Recommended’ rating from Lonsec.

It is the leading research house’s inaugural rating of the Fund which has delivered a total return after fees of 22.5% over the past 12 months, outperforming its benchmark (MSCI World Small Cap Net Index) by 3.6%*. 

Since the Fund’s inception in June 2022, it has delivered 22% p.a. (annualised), outperforming the benchmark by 5.8%*. 

In its research report, Lonsec noted:

“The Fund offers investors access to a highly aligned and motivated investment team, capably led by Greg Dean. The robust investment philosophy and process is considered well-structured and repeatable across the investment universe.”

Langdon Equity Partners Founder and Lead Investor, Greg Dean, commented:

“We appreciate the thorough research conducted by Lonsec into our strategy and team. We are a boutique with a sole focus on investing in smaller companies because we believe this is an asset class that can have significant benefits for clients if done right.

“The Lonsec report validates our own strong conviction in our investment process and the advantages of investing in fundamentally undervalued high-quality cash generative smaller companies, run by talented and long-term oriented teams.”

The Langdon Global Smaller Companies Fund is a concentrated, high conviction portfolio of 25-40 companies. 

The Fund aims to outperform the MSCI World Small Cap Net Index over the long term.

Langdon Equity Partners is a specialist global small cap fund manager, based in Toronto, Canada. The boutique was launched in 2022, in partnership with Pinnacle Investment Management Group.

More information: Langdon Global Smaller Companies Fund

To access Lonsec Investment Partners’ research report, email distribution@pinnacleinvestment.com

Langdon Global Smaller Companies Fund Platform Availability: Clearstream, DASH, HUB24, Praemium

 APIR: WHT7072AU

Disclaimer:

* Data as at 31 March 2024. Past performance is not a reliable indicator of future performance.

This communication is prepared by Langdon Equity Partners Ltd (Langdon). The information is not intended for general distribution or publication and must be retained in a confidential manner. Information contained herein consists of confidential proprietary information constituting the sole property of Langdon and its investment activities; its use is restricted accordingly. All such information should be maintained in a strictly confidential manner.
Content in respect of the Langdon Smaller Companies Fund (ARSN 657 901 614 (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (‘PFSL’) as responsible entity of the Fund. PFSL is not licensed to provide financial product advice. It contains general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so.
The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Link to the Product Disclosure Statement: here
Link to the Target Market Determination: here
For historic TMD’s please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com
Past performance is for illustrative purposes only and is not indicative of future performance.
While Langdon Equity Partners Limited (‘Langdon’) and PFSL believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Langdon and PFSL disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. This disclaimer extends to any entity that may distribute this communication.

Lonsec Disclaimer

The Lonsec Ratings presented in this document are published by Lonsec Research Pty Ltd (‘Lonsec’) (ABN 11 151 658 561, AFSL 421445). The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at https://www.lonsec.com.au/fund-manager/investmentproduct-ratings.