Laketon Investment Management

Our philosophy

We believe that we can maximize returns by building concentrated portfolios consisting of high quality large-cap companies poised to outperform their peers.

Our strategy

Laketon applies proprietary criteria to focus stock selection on opportunities not yet priced into the market.

We do deep dive analysis on companies and take meaningful positions in large cap companies we believe are poised to outperform.

Laketon’s dynamic financial models and deep dive analysis into companies seeks to capture opportunities and manage risks that are mispriced or not yet priced into the market.

It’s a deep fundamental analysis approach to stock selection that results in concentrated portfolios of large cap stocks.

Portfolio strategies