ASX small caps: how to find hidden gems

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
How the Seneca Small Companies Fund outperformed by 25%
Why inflection points in profitability drive returns
The role of consistency, speed, and process in investing
Breakdowns of stocks like Catapult, MMA Offshore & AFG

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Topics Covered
Welcome & introduction
The Seneca process: consistency & conviction
Outperformance explained: inflecting profits & operating leverage
Attribution analysis: where returns came from
Catapult: from basket case to cash cow
Sports tech, pricing power & predictive analytics
Portfolio construction: misfit toys & asymmetric bets
Closing thoughts & key lessons

Resources for This Episode
📄 Learn More About Small Cap Strategy & Seneca:
Good Research (save 10% with coupon "OWEN") – https://goodresearch.com.au/

Seneca Small Companies Fund – https://senecafs.com.au/investment-pr...

Email Luke to invest – [email protected]

Ben’s previous Rask episode –    • These 6 ASX small caps are flying, with Be...  

Luke’s previous Rask episode –    • Time to sell CBA shares? Why ARB & CKF are...  

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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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