Episode Summary:

My guest on Episode 5 is Luke Winchester, former Portfolio Manager with Oracle Investment Management, and longtime personal microcap investor. Luke has leveraged his passion and highly successful track record to found Merewether Capital, which is a microcap focused fund based in Newcastle. (https://www.merewethercapital.com.au/)

Episode Content:

• Luke’s background growing up in Newcastle, NSW, his formative learnings and his pathway into funds management from an early career in industrial relations.


• Experiences working for Oracle Investment Management and major learnings.


• The early stages and ongoing evolution of Merewether Capital – how the idea was first formed.


• Merewether Capital’s unique model, what a typical investment looks like, and what Luke looks for in management teams.


• The future for Merewether Capital, what excites Luke most about his decision to go full time with Merewether and his long-term ambitions.


• Luke’s tips on high performing habits that can help listeners become more effective at their life's pursuits.