The Insider – Meet the Fund Manager – Lee IaFraté

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

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Meet the Fund Manager

Upcoming Session

Joseph ConstablePortfolio ManagerHancock & Gore

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.

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Joseph Constable

Portfolio Manager
Hancock & Gore

Hancock & Gore is one of Australia’s oldest listed companies with a 100-plus year history of delivering shareholders long term investment returns. The company operates a wholly owned funds management business called H&G Investment Management Ltd and invests in small to medium-sized businesses with strong growth prospects and a sustainable competitive advantage. Joseph Constable is a portfolio manager with more than eight years’ experience across capital markets and is a former investment manager at Supervised Investments Australia with previous funds management experience at Smith and Williamson (UK) and Hunter Hall International. Joseph is currently a non-executive director of Po Valley Energy Limited (ASX: PVE).

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.

** Reach does not assume responsibility for the accuracy or completeness of any information provided, and the views expressed are not reflective of Reach Markets position. Any advice contained within this presentation is general advice and does not consider your personal circumstance, you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only. “Investing is about understanding your risk” and every time you invest in the share market there is a risk of loss. If you are thinking about acquiring a financial product, you should read any relevant Product Disclosure Statement, disclosure documents and Target Market Determination (TMD) available from the issuer.

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