Compounders Podcast

Shooting for Hall of Fame Returns and World Class Service with Greg Dean, Langdon Equity Partners


Listen Later

Today’s episode is the next in our series of profiles of emerging investment firms. In these interviews, we dive deep into the various components of building an investment firm that can compound. Our guest on the show today is Greg Dean, the Founder and Lead of Investor at Toronto-based Langdon Equity Partners. Greg founded Langdon in 2021 after successful stints at Fidelity and Cambridge Global Asset Management. Langdon describes itself as an “active and engaged owner of world class smaller companies.” The firm has assembled concentrated portfolios of companies with enterprise values between $500 million and $5 billion that are cash generative and are run by long-term-oriented executives.

In this conversation, we discuss:

  • Why Greg wants the Langdon office to be more like a library than a train station;
  • His definition of a compounder and the unique challenges of managing such companies within small cap strategies;
  • How Langdon has tried to position itself differently from other small-cap-focused firms;
  • The kinds of mistakes that prevent companies from realizing their full compounder potential; and
  • The cultural elements that are most important when building a new investment firm.
  • Without any further ado, here is my conversation with Greg Dean of Langdon Equity Partners. For more information about Langdon Equity Partners, please visit: https://www.langdonpartners.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Compounders PodcastBy Ben Claremon & SNN Network

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    23 ratings


    More shows like Compounders Podcast

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,365 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    937 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,313 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    663 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    803 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    304 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    557 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    89 Listeners

    Money Maze Podcast by Money Maze Podcast

    Money Maze Podcast

    36 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    401 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    102 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    246 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    345 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    45 Listeners

    50X by Colossus

    50X

    79 Listeners