About Lanyon

Lanyon is a privately held, boutique equity funds manager, established in 2009.  Lanyon is the investment manager of three equity funds:

Australian Equities

  • Lanyon Australian Value Fund (predominantly small and mid capitalisation Australian equities);
  • Lanyon Australian Share Fund (predominantly large capitalisation Australian equities).

Global Equities

  • Lanyon Global Value Fund
In addition to these three funds, Lanyon also manages Special Purpose Funds and offers individual client mandates.  We adhere to a long-term, absolute return oriented, value investing approach.

Lanyon utilises a highly disciplined value approach to equity investment, designed to meet our investors requirements for capital preservation, superior absolute returns, tax awareness and confidentiality.

We manage funds for both institutional and retail investors.  Our clients include superannuation funds, university endowments, philanthropic organisations, family offices, SMSF’s and private investors.

We will impose a limited cap on the total value of funds we will manage within each portfolio in order to protect investment performance and maintain consistency of approach.

Please refer to the attached Financial Services Guide for further information

Lanyon – Financial Services Guide

LAVF – Compliance Plan Auditor Change

LGVF – Compliance Plan Auditor Change

18 Resignation Compliance Plan Auditor

 

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