Merewether Capital’s Luke Winchester joins Owen Rask on The Australian Investors Podcast to talk ASX small-cap shares (and a few ASX micro caps).
The 5 companies talked about in today’s investor’s podcast are:
- 10:01 – XRF Scientific Ltd (ASX: XRF) – a lab testing business with a market-leading position.
- 21:04 – Catapult Group International Ltd (ASX: CAT) – a sports technology business combining video and wearable tech for predictive performance enhancements.
- 25:36 – Kip McGrath Education Centres Ltd (ASX: KME) – a multi-decade family-run education provider growing around the world.
- 37:19 – National Tyre & Wheel Ltd (ASX: NTD) – an independent tyre distribution business with a growing range of services and footprints.
- 45:07 – Earlypay Ltd (ASX: EPY) – an invoice financing business that’s growing out of covid
Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.
Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.
The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.
Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX’s smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.
Date of recording: 16 March, 2022.
