Blackwattle Investment Partners CEO, Jarred Rubin joins ausbiz panel provides and update of the management transition of Watermark Absolute Return Fund.
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Fund Updates
23 Oct 2023Investment Strategy
20 Oct 20233 quality ASX stocks trading below value
Blackwattle highlight 3 high quality mid cap companies reflecting short term concerns post FY23 reporting & recent volatility
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3 quality ASX stocks trading below value – Tim Riordan | Livewire (livewiremarkets.com)
Investment Strategy
17 Oct 2023Mid-cap opportunities for investors
Tim Riordan of Blackwattle Partners presents his views on the prevailing market landscape marked by macro transformations, instability, and unpredictability, leading to investors’ inclination towards cash rather than other investment options. Tim talks about a rise in cash levels throughout the current year, reflecting amplified nervousness among investors.
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Investment Strategy
5 Oct 2023Long and Short Opportunities within the ASX
Blackwattle Investment Partners’ Ray David discusses the best Long and short opportunities currently on the ASX following reporting season.
During the August reporting season, Marvin Gaye’s, and Tammi Terrell’s hit song, Ain’t no Mountain High Enough, echoed in the hearts of many consumers. No mountain of household debt seemed sufficient to dissuade shoppers from reigning in their spending spree. From high-end sneakers flying off the shelves, as reported by Accent Group (AX1), to cheap discount thrills from Kmart (WES), the consumer was out in full force in the June half.
This is despite the surge in living costs and 12 successive increases in the cash rate to 4.1% since April 2022.
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https://www.livewiremarkets.com/wires/long-and-short-opportunities-within-the-asx
