Small Caps, Mining in The Pilbara, Property Markets

Small Caps, Mining in The Pilbara, Property Markets

Released Friday, 18th October 2024
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Small Caps, Mining in The Pilbara, Property Markets

Small Caps, Mining in The Pilbara, Property Markets

Small Caps, Mining in The Pilbara, Property Markets

Small Caps, Mining in The Pilbara, Property Markets

Friday, 18th October 2024
Good episode? Give it some love!
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In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green recent performance of Seneca's small cap fund, Luke's visit to Pilbara Minerals, Wildcat Resources and Port Hedland, and recent property market craziness in Perth


Discussion on Small-Cap Investments

- Luke shares insights from his trip to WA, focusing on small-cap investment opportunities in the Pilbara region.

- The performance of Seneca's small-cap fund, which has returned 28.4% over the past year, outperforming the benchmark by 9.6%.

- The importance of considering different asset classes for generating alpha and the unpredictable nature of investing based on past performance.


Market Trends and Investment Strategies

- Broader market trends, performance challenges with large-cap strategies versus the unnoticed opportunities in small-cap sectors.

- The importance of manager selection, rolling returns and maintaining a long-term perspective.


Educational Aspect and Managerial Advice

- Luke stresses educating investors about looking beyond recent performance and focusing on the potential over the next decade.

- The importance of clear communication and transparency from fund managers is highlighted, illustrating how these qualities can build confidence among advisers and investors.


Luke's recent visit to Western Australia;

- Site visit to Pilbara Minerals ASX:PLS

- Wildcat Resources ASX:WC8 - possible takeover from Mineral Resources?

- Utah Port in Port Hedland

- Perth property market going nuts? Dylan's analysis


Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:

https://senecafs.com.au/

https://www.boldwealth.com.au


Hosted on Acast. See acast.com/privacy for more information.

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