Invests in
Sectors:
Locations:
Min Investment:
$150,000.00Max Investment:
$400,000.00Target Investment:
$200,000.00
Skills
Education
Lists including Joe
Investments
Work Experience
2022
Founder and Managing Partner
2022
Founder and Managing Partner of Seaplane Ventures, an early stage venture capital firm in Austin, TX. Lead firm investment strategy, research, and decision making as well as supporting portfolio company founders on everything from content to capital allocation.
2024
Host
2024
Founder and Host of Investing in Startups. Investing in Startups explores the strategies and stories of some of the leading minds in early stage startup investing.
Private Investor
2022 - 2022
Allocated our family’s capital into early stage venture investments. Focus areas for venture included businesses geared around recurring revenue and network effects.
2016 - 2022
Co-Founder
2016 - 2022
Portfolio Manager, Lakehouse Global Growth Fund
2017 - 2021
Portfolio Manager of the Lakehouse Global Growth Fund, a high-conviction, low-turnover managed fund operated from Sydney, Australia. Oversee portfolio construction, risk management, and idea generation process as well as researching companies and meeting with current and potential portfolio companies. The Fund returned a 24.9% net annualised return during Joe's tenure as Portfolio Manager (November 2017 - October 2021) compared to 12.7% for its benchmark, the MSCI ACWI NTR in AUD, and held a 5-star overall rating from Morningstar as of October 2021.
Portfolio Manager, Lakehouse Small Companies Fund
2016 - 2021
Portfolio Manager of the Lakehouse Small Companies Fund, high-conviction, low-turnover managed fund operated from Sydney, Australia. Oversee portfolio construction, risk management, and idea generation process as well as researching companies and meeting with current and potential portfolio companies. The Fund returned a 24.0% annualised net return during Joe's tenure as Portfolio Manager (November 2016 - October 2021) compared to 11.9% for its benchmark, the ASX Small Ords Accumulation Index, and held a 4-star overall rating from Morningstar as of October 2021.
Chief Investment Officer
2016 - 2021
Chief Investment Officer of Lakehouse Capital. Design and implement firm investment philosophy and process, coordinate research team, oversee risk management, engage with clients and other external stakeholders. Also serve as firm General Manager and Portfolio Manager of the Lakehouse Global Growth Fund and the Lakehouse Small Companies Fund.
2007 - 2016
Director of Research, The Motley Fool Australia
2015 - 2016
Leader of the investing team at The Motley Fool Australia. Priorities were the following. First, delight our Australian members with winning investing advice. Second, enable continued scaling of our business via technology and sound, repeatable investment processes that play to our cultural strengths. Third, deploy, develop, and recruit first-rate investing talent. Finally, act as an ambassador for our brand on the likes of CNBC and Sky Business, as well as writing a regular column for the Australian Financial Review.
Portfolio Manager, Motley Fool Pro
2014 - 2016
Portfolio manager for Motley Fool Pro, a high-conviction, real-money portfolio service funded by $1 million of the Fool's own capital. Motley Fool Pro has a mandate that spanned the ASX with a particular focus on small-cap shares. During Joe's tenure as the Portfolio Manager of Motley Fool Pro, from inception at the end of March 2014 through mid-August 2016, the portfolio returned a gross annualised total return of 27.5% vs. 5.8% for its benchmark, the ASX All Ords Accumulation Index.
Advisor, Motley Fool Inside Value
2010 - 2014
Chief investment strategist for The Motley Fool's flagship value investing premium service, Inside Value. The service was recognized in the Wall Street Journal in August 2013 as the best-performing investment newsletter in America of the past five years. Hulbert Financial Digest also rated Inside Value among the top 10 best-performing newsletters over the previous 3 and 5 years as of the end of 2013. Inside Value was also the only service tracked by Hulbert's to outperform the Wilshire 5000 in every calendar year from 2008-2014. In addition to core investing duties, I regularly fielded media requests ranging from CNBC to the Washington Post and was a fixture on Fool's highly-rated podcast, Market Foolery, and radio show, Motley Fool Money.
Senior Analyst
2008 - 2010
Researched stocks and provided guidance and investing recommendations to readers. Designed, implemented, and coordinated development and training programs for junior and senior research analysts. Organized and participated in research trips from locations ranging from Omaha, Nebraska to Athens, Greece.
Sector Editor
2007 - 2008
Coordinated, wrote, and edited articles focused on telecom and natural resource companies. Created new operating metrics to help optimize content, workflow, and profitability. Recruited and trained new writers and analysts. Began making media appearances.
2005 - 2007
Research Analyst
2005 - 2007
Analyzed global private equity markets and trends. Expanded and maintained a proprietary database of marketing contacts. Prepared and administrated online and direct mail marketing campaigns.
2004 - 2005
Intern
2004 - 2005
2003 - 2003
Intern
2003 - 2003