Letters by company

Cogstate Limited

1 letter discussing COGZF. Everything written about it on this site is on its ticker page.

Lakehouse Capital Small Companies Fund Lakehouse Small Companies Fund Monthly Letter Lakehouse Small Companies Fund retained its focus on high-quality businesses despite macro-driven equity weakness and low portfolio valuation multiples. It defended Pinnacle Investment Management after concerns around affiliate Metrics, arguing its diversified affiliate model, earnings outlook and depressed valuation made the sell-off excessive. September 2026 COGZF $402MPNI $2.8B