Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
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.
Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
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.
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.