Luke Larrative joins Adam and Adir to unpack how Seneca approaches active investing, why its small-cap fund uses an unusually aligned fee structure, and where he still sees opportunities in an increasingly passive market.
They dig into Australian Finance Group’s mortgage and lending business, HMC Capital’s brutal repricing, HealthCo and Healthscope, DigiCo, private credit and why the market may be overlooking some very cheap assets.
00:00 - Luke Larrative and Seneca
16:05 - AFG Deep Dive
32:14 - HMC Capital Deep Dive
40:11 - HealthCo, DigiCo and Private Credit
This episode was part of a paid partnership with Seneca Financial Solutions. We thank them for supporting the pod and keeping all of our content free.
Visit https://senecafs.com.au/ to learn more.
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