Our CEO Jarred Rubin talks with Danielle Ecuyer on what the team has been seeing during reporting season and delves into why we think Premier Investments looks interesting.
Fund Updates
26 Feb 2024Article
Newmont vs Evolution: Which is the superior gold miner?
Gold miners have struggled to produce cash flow and paying pennies for dividends. But turning around operations is easier said than done. Hear from our Mid-Cap Portfolio Manager Tim Riordan and his takeaway from these results.
Article
Breaking up is hard to do: Farewell to Altium
Blackwattle reflects on Altium being acquired, one of the highest quality stocks on the ASX
Article
19 Feb 2024South32 Results
Hear from our Portfolio Manager Ray David speaking with James Marlay from Livewire Markets in relation to South32 H1 FY24 Results.
Fund Updates
15 Feb 2024Blackwattle Monthly Commentary
Hear directly from our CIO, Michael Skinner discussing 3 insights in 3 minutes
Fund Updates
14 Feb 2024Blackwattle Overview – the wealth(y) effect
Michael Skinner of Blackwattle Investment Partners offers his take on their investment offering. Blackwattle’s model focuses on alignment, trust, and quality, as it strives to become Australia’s most aligned funds management company, with its capital being directly invested into the portfolios.
Fund Updates
5 Feb 2024Investor Webinar – February 2024
Hear directly from our CIO, Michael Skinner and our Lead Portfolio Managers discussing an update on Blackwattle, financial markets and current portfolio positions.
