The Insider
Meet the Fund Manager
Luke Winchester
Founder and Portfolio Manager | Merewether Capital
The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.**
Favourite Stocks
Hear about this fintech software company, its tie-up with the Federal Government, and how despite being affected by lockdowns, Merewether believes it is poised to perform well over the next 2-3 years.
October 8th, 2021
Learn about how this healthcare solutions provider grew its revenue by 25% despite COVID limitations in FY21 and how it’s best-in-class product is set to disrupt the market.
October 8th, 2021
Learn how this healthcare solutions provider grew its revenue by 25% despite COVID limitations in FY21 and how its best-in-class product is set to disrupt the market.
October 8th, 2021
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Insights
Luke expresses his views on inflation and how government institutions are reacting, cashed-up consumers, COVID-beneficiaries and what the reopening trade means for stocks.
October 8th, 2021
Luke outlines the opportunities and risks for stock in the reopening trade, including healthcare, mining, enterprise software, Fintech, travel and more.
October 8th, 2021
Luke Winchester joins us to talk about Merewether’s three favourite stocks, how it identifies high-performing stocks, how investors can gain an edge by looking beyond market trends, and more.
October 8th, 2021
Meet the Fund Manager
Upcoming Session
Meet the Manager
Get access to some of Australia’s leading fund managers who share their 3 favourite stocks, investment approach and insights on the market.
Each session includes:
- 3 favourite stock opportunities
- Market views for the year ahead
- Investment strategy and approaches
This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Spots are limited, so secure yours today.
Book into the next session
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Past Sessions
Robert Calnon OC Funds Management
Hear about OC Funds Management, whose microcap fund was recently crowned Australia’s best-performing microcap fund by Morningstar (total return over five years). Robert Calnon, one of OC’s three highly experienced portfolio managers, shares his smallcap investing insights with us.
Matt McNamara Horizon 3 Biotech
Matt is a specialist in human healthcare technology and is passionate about investing in the commercialisation of this industry. He has spent more than 30 years in the healthcare and medical sciences sector and has more than 20 years’ experience as a venture capitalist. His business acumen and strong background in the life sciences sector make him one of the industry’s most credible investment voices.
David Keelan & Alexandra Clarke Ellerston Capital
Alexandra has worked in the finance market for 11 years and has extensive market IPO and pre-IPO experience. She provides in-depth research and analysis of stocks that range from micro to large caps covering the Industrial sector. David is a specialist investment manager with a distinctive approach to portfolio construction and investment selection.