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:
Hosted on Acast. See acast.com/privacy for more information.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More