Thesis TrackerLangdon Equity Partners
Companies discussed, last 12 months
0 companies, monthly, latest action on the rightNo commentary in the last 12 months.
Commentary
30 Jun 2025Langdon Equity PartnersJLGIncreasedThe manager increased their position because Johns Lyng Group, a leading provider of insurance building restoration, commercial construction and disaster recovery services, was a standout performer climbing more than 40% over the quarter, despite having not been one of the manager's better investments to date. The manager decided to increase the investment considerably in the quarter, and shortly after, JLG announced it was in discussion on a potential take-private situation, formalised after quarter end. The manager notes what appeared to be a materially negative contributor at the end of the prior quarter is now a meaningfully positive return since inception and nearly 100% return from the last material investment several months prior, with more to say between now and the November shareholder vote.
About Langdon Equity Partners
Value Focused, Small/Mid-CapLangdon Equity Partners is a global equities boutique, with Canadian origins, distributed in Australia through the Pinnacle Investment Management multi-affiliate platform, specializing in international small and mid-cap value investing. Langdon applies a disciplined, valuation-focused approach to global equities, seeking quality businesses trading at a discount to intrinsic value across developed and select emerging markets. The firm's process emphasizes rigorous fundamental research and a long-term, patient investment horizon, differentiating it from growth-oriented or purely quantitative global equity managers. Langdon's Australian distribution gives local wholesale and institutional investors access to specialist international small-cap value expertise not always available through mainstream global equity funds.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.