Wealth And Toil - An Australian Investment Podcast

Small Caps, Mining in The Pilbara, Property Markets


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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

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Wealth And Toil - An Australian Investment PodcastBy Luke Laretive