Letters by company

Netwealth Group Ltd

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

Lakehouse Capital Small Companies Fund Lakehouse Small Companies Fund Annual Letter Lakehouse Small Companies Fund exited Impedimed after its reimbursement-led adoption thesis failed to translate into sales, sold Netwealth on valuation, and realised RPM Global following Caterpillar’s takeover bid. It increased Catapult after its valuation fell despite operating progress, while fully exiting Gentrack after a guidance reset and lengthening sales cycles. twelve months to 30 June 2026 CAZGF $1.2BCOGZF $399MGTK $338M