The Insider
Meet the Fund Manager
Luke Winchester
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 Investment Ideas
Austco Healthcare, a nurse call systems and clinical workflow software business, is having its product suite investment paying off, winning a new $7.4m contract for a Vancouver hospital and having a record order book of $36 million.
1st September, 2023
Rectifier Technologies, providing world-class technology for electric vehicle chargers, has locked in large contracts of $28m and $32m, underpining its revenue growth, and has a growing addressable market whilst trading on 11x its earnings.
1st September, 2023
Vysarn is a growing, diversified water services business for top tier iron ore miners, which generates upwards of $3-4 million of free cash through its drilling business, as well as an $8m NPAT run-rate entering FY24.
1st September, 2023
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Insights
Learn about Luke’s “high conviction” investment strategy for the wholesale Merewether Capital Inception Fund, which focuses on growing industrials and technology businesses with a portfolio weighting of between 5-15% and a market cap range of $20-200 million, that has yielded a 1.72% return for the year to 31 July 2023.
1st September, 2023
Find out what emerging trends Luke is seeing, from a “two speed consumer economy” between younger and older consumers with higher interest rates and improving liquidity to the widening gap between mid/large and small/micro cap stock valuations.
1st September, 2023
Listen to Merewether CIO, Luke Winchester, as he discusses his “high conviction” investment strategy for the wholesale Merewether Capital Inception Fund that has yielded a 1.72% return for year to 31 July 2023, his macro-outlook with 3 key emerging trends and his 3 favourite stocks right now.
1st September, 2023
Meet the Fund Manager
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Past Sessions
Hedley Widdup Lion Selection
Hedley Widdup is a geologist and investment professional with extensive mine and resource geology experience spanning WMC Resources at the Mt Keith Nickel Mine, Olympic Dam, Mt Isa and St Ives Gold Mine. He graduated as a geologist with first class honours from the University of Melbourne in 2000 and completed a Graduate Diploma in Applied Finance in 2011.
Emanuel Datt Datt Capital
Emanuel Datt has 16 years of investment management experience and an interest in early stage innovation companies. He has provided seed capital and commercialisation advice for a number of companies individually and as a member of an angel investor group, and is a regular contributor to Australian Financial Review, The Australian and LiveWire Markets.
Anthony Murphy Lucerne Investment Partners
Anthony specialises in portfolio strategy, funds management and partnering investor capital with unique investment opportunities often exclusive to the Australian Family Office sector. He is a former Executive Director at Canaccord Genuity and a former Senior Advisor at Ord Minnett.
Past performance is not a reliable indicator of future performance.
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.