Interview: Luke Durbin, Oracle Investment Management - The Buffett Way & Ethical Investing

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.

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.

Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.

Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 23rd February 2022

Learn more about your ad choices. Visit megaphone.fm/adchoices