Hear from our Blackwattle Mid Cap Team discuss 3 high-quality companies best placed to navigate whatever challenges 2024 brings.
Article
31 Jan 2024Fund Updates
19 Jan 2024CEO Insights
Hear from Blackwattle Investment Partners CEO, Jarred Rubin discussing his investing journey and how it relates to Blackwattle’s quality investing.
Article
18 Jan 2024James Hardie – Built to Last
Our Portfolio Managers Ray David and Joseph Koh deep dive into ASX James Hardie.
“If there is one secret to an enduring great company, it’s the ability to manage continuity and change, a discipline that must be consciously practiced” – Jim Collins
Finding great companies that fit this category is difficult. Finding these companies at a reasonable price is even harder.
In this note however, we discuss one company on the ASX, James Hardie that holds some of these characteristics, and warrants visionary status.
Article
17 Jan 2024Global market’s compound strength
Hear from our CEO Michael Skinner with his views on the market and outlook.
Article
7 Jan 2024Lithium
Hear from our Portfolio Manager Ray David recent commentary in the Australian Financial Review.
“In the lithium space we’ve been active on both the long and the short”
“We’re long low cost, long reserve producers and short high cost, low reserve producers … the longer the lithium price stays at these levels, valuations of lower quality high-cost miners will come under pressure, especially when these higher cost companies are burning cash, putting pressure on balance sheets. There is still an opportunity for short sellers.”
