Expert: Luke Laretive – High Conviction Stocks In Aussie Small Caps

Luke Laretive is a financial adviser and founder of Seneca Financial Solutions.

In today’s episode we unpack:

Luke’s biggest learnings from the first anniversary of his small caps fund
Recent takeaways from a mining trip to WA
What Luke thinks larger financial institutions often get wrong
Luke’s 3 highest conviction stock picks

00:00 - Introduction
02:17 - Luke’s Investment Philosophy
04:08 - Figuring Out What The Market Knows
08:07 - Luke's View on Fund Management
12:06 - Key Lessons rom One Year of Fund Management
12:33 - Unloved Cyclical Recoveries
16:00 - Why Spotting Value Doesn’t Guarantee Immediate Gains
20:13 - Doing the Work Always Pays Off
23:19 - The Role of Networks in Investing
27:11 - Insights from Perth Mining Trip
31:33 - Why Royalty Companies Are So Attractive
35:23 - High Conviction Stock Picks

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