Nick Thomson is the Portfolio Manager at Lakehouse Capital Global Growth Fund.

Lakehouse Global Growth is an Australian based fund manager with a high conviction approach. The fund has a long term investing strategy targeting asymmetric outcomes in Mid to Large cap global growth companies, whilst holding 20-30 companies at a time.

The strategy has averaged 13.6% in the past 5 years, up 10.9% in the past month, whilst being down -15.6% for the year to date.

We dive into some interesting topics, Nick gives his thoughts on where they think markets are going in this rising rate environment, how the fund is positioned and we cover specific growth holdings in the portfolio from the US, South America all the way to China.

For me I found the conversation regarding Google and Microsoft fascinating, in particular the potentia ...