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Inside Seneca’s 43% return playbook: small cap alpha & process

Luke Laretive and Ben Richards from Seneca reveal how their small cap investing process has delivered 43% cumulative returns

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About this episode

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:

  • How the Seneca Small Companies Fund outperformed by 25%
  • Why inflection points in profitability drive returns
  • The role of consistency, speed, and process in investing
  • Breakdowns of stocks like Catapult, MMA Offshore & AFG

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Topics Covered

  • Welcome & introduction
  • The Seneca process: consistency & conviction
  • Outperformance explained: inflecting profits & operating leverage
  • Attribution analysis: where returns came from
  • Catapult: from basket case to cash cow
  • Sports tech, pricing power & predictive analytics
  • Portfolio construction: misfit toys & asymmetric bets
  • Closing thoughts & key lessons

Episode resources

📄 Learn More About Small Cap Strategy & Seneca:

Podcast series resources

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