Luke Durbin is a Portfolio Manager of the Australian Equities Portfolio and a Director at Oracle Investment Management. He joins Raymond Jang on The Australian Investors Podcast to share his journey, the investing process and philosophy of Oracle Investment Management and ethical investing.
His father and Chief Investment Officer, Peter Durbin founded the company in 2012 and the investment team is based in Newcastle. Luke provides an overview of the origins of Oracle Investment Management, the Buffett way of investing and his best and worst investments.
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Talking points
Beginning – Luke Durbin relives his personal journey as an investor and tells how he got placed in the top 10 of the ASX Sharemarket game in high school.
@10:30 – The Investing philosophy at Oracle Investment Management and key portfolios.
@16:45 – How Luke and his investment team find ideas.
@20:15 – Luke runs through the investing filter process when determining whether an idea warrants further research.
@20:40 – Why the quality of the management team is a core focus.
@26:30 – The valuation approach at Oracle Investment Management.
@30:00 – Luke and I discuss why understanding customer value proposition and competition is important. Luke also briefly touches on Appen Ltd (ASX: APX) and Afterpay Ltd (ASX: APT).
@33:00 – How Luke and the Oracle investing team approach selling.
@35:45 – Luke shares some of his best and worst investments to date.
@45:45 – Overview of the Ethically Diversified portfolio and Luke shares some insights on a few of the holdings.
@57:40 – We find out who has had the most significant influence on Luke’s personal and investing career.
Resources
- Oracle Investment Management website
- Email: [email protected]
- Tweet and follow Luke: @lukedurbin
- View more episodes & access Rask’s research: https://bit.ly/raskresearch
Date recorded: February 23rd, 2022
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