The Insider
Meet the Fund Manager
Lee IaFraté
Armytage Private Limited
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
Find out why Lee refers to this manufacturer from the automobiles and components industry as one of Armytage’s COVID-recovery stories on account of its ‘cult following’ in Australia and the US, assisted by travel reopening post-lockdown.
29th July, 2022
Learn about this software service provider’s journey with two attempted takeover bids, the recent sale of its international business and why Lee thinks it’s worth a spare coin with a potential price appreciation in August.
29th July, 2022
Hear about this food and dairy producer that fits Armytage’s criteria for ‘lost businesses’ with a solid fundamental base and Lee’s reasoning for why he believes the company is likely to climb back up over the next 2-3 months.
29th July, 2022
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Insights
Lee explains Armytage’s conservative, value-based investment style and thematic-sector-stock approach while discussing equity market cycles, how he monetises investor emotions and why to avoid market noise.
29th July, 2022
Lee talks through the unprecedented market drama that has unfolded over the past two years and how central banks and governments have ‘stumbled and plodded’ their way towards bringing the markets to where they are today.
29th July, 2022
Lee takes a unique approach to identifying ‘diamonds in the rough’ from a 200-strong list of largely failed IPOs in 2022, providing tips and examples on how to narrow down the search using thematics, sectors and the stocks themselves.
29th July, 2022
Lee discusses why a diamond-in-the-rough, fundamentals-driven investment approach suits the current uncertain market environment and how the market is ‘cleansing’ itself to manage rising interest rates and slowing growth.
29th July, 2022
Meet the Fund Manager
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Past Sessions
Martin Pretty Equitable Investors
Martin Pretty gained vast financial experience as an investment manager at Thorney Investment Group, helping deliver one of the group’s highest annualised three-year returns (18.2% per annum) as at February 2017. He is the director of several ASX-listed companies and as a financial journalist has contributed to the Australian Financial Review and other reputable publications.
Luke Winchester Merewether Capital
Luke Winchester, managing director and CIO at Merewether Capital, started the company with the goal of building a reputation as one of the leading small and microcap managers in the Australian equities market and is one of the largest investors in the Merewether Capital Inception Fund.
Harley Grosser Capital H Management
Harley Grosser, founder and managing director, founded Capital H Management in 2014 having previously worked for Pie Funds and Bligh Capital. He has been investing in ASX-listed small caps for 12 years and is also the managing director of Australian Rural Capital and non-executive director of Motio.