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Luke Laretive on small caps, investing process & why he won’t buy property

Small cap fund manager Luke Laretive of Seneca joins the Australian Investors Podcast to share why he’ll never buy an investment property, his thoughts on Pro Medicus (PME), how his investment process drives performance, and what makes small caps so compelling right now.

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About this episode

In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss:

  • Why Luke refuses to buy investment property
  • Pro Medicus (ASX: PME) and why it’s not in Seneca’s portfolio
  • Luke’s small cap process and how it delivers outperformance
  • How big the Seneca fund can grow and when it might close

If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠!

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Topics Covered

  • Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns
  • The Seneca investment process & portfolio management principles
  • Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups
  • Fund sizing: when Luke would soft or hard close Seneca
  • The long-term edge of small caps & why the cycle still has legs
  • Shares vs property: Luke’s strong opinion and logic

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