PATIENT,DISCIPLINEDCAPITAL
A Sydney-based private investment company built on patient, disciplined capital allocation — seeking enduring value across equities, real estate and emerging sectors.
Principal
Investors
LGH Longview invests its own capital as a principal, not as a manager of other people's money. We are not bound by fees, redemptions or reporting cycles — only by our judgement.
Our focus is the gap between price and worth, wherever we find it: listed equities, real estate, and emerging sectors the market has yet to price properly. We underwrite each situation on its own terms, buy with a margin of safety, and hold until value is recognised — for as long as that takes.
ABOUT THE FIRM →Value Philosophy
in Practice
Billabong (BBG)
Acquired at 25 cents during a period of low market volatility, well below book value, where the balance sheet held stock worth more than the share price.
Tishman Speyer Office Fund
Purchased at approximately 10% of NTA at the peak of the financial crisis — a return in excess of 700% over roughly three years.
Australian Education Trust
Oversold following the administration of ABC Learning, though the underlying childcare properties retained their value. Now trades above $2.10 with a yield exceeding 5%.
Past performance is not indicative of future results. These examples are provided for illustrative purposes only and do not constitute financial advice.
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