In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada.
Together, they discuss:
- The emotional weight of receiving a financial legacy
- How to manage family dynamics and partner expectations
- What to do first (hint: it’s not investing!)
- How to seek the right advice and build a trusted team
- What happens if you’re not expecting an inheritance
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Topics Covered
- Why global small caps remain overlooked — and why that’s an edge
- How Langdon defines and finds compounders
- The “trust but verify” investment philosophy
- Langdon’s investment team structure & culture
- How to assess management teams and competitive advantage
- Real examples of stock misses, wins & lessons learned
- Final thoughts on patience, ownership, and what drives Greg personally