Hear from Ray David and Joe Koh, Portfolio Managers of our Long-Short 130/30 Quality Fund, as they share insights on the trends and risks.
Fund Updates
27 Mar 2025Fund Updates
27 Mar 2025Hear from Ray David and Joe Koh, Portfolio Managers of our Long-Short 130/30 Quality Fund, as they share insights on the trends and risks.
Article
At Blackwattle Investment Partners we talk about culture and character a lot… and we truly mean, a lot.
Culture and character aren’t just buzzwords – they’re the bedrock of long-term success.
At Blackwattle, we’ve found that truly understanding an organisation’s core values, behaviours, and leadership style, can shed light on its long-term potential far better than any spreadsheet alone.
In our article, “Culture and Character: How Blackwattle Assesses What Matters,” we explore why culture is more than a corporate tagline, how it shapes everything from talent retention to investor outcomes, and how we evaluate it in real-world scenarios.
We review in detail :
– Why culture goes beyond slogans and mission statements.
– How leading companies embed character in daily operations.
– Practical ways we assess culture – through conversations, observations, and humility.
To read or listen to the article please click the links below:


Blackwattle Portfolio Manager Joseph Koh joined Sean Roger of Perpetual Asset Management on Livewire Markets’ Buy Hold Sell, borrowing the AFL Grand Final idea of balancing attack and defence to look at the ASX.
Blackwattle Portfolio Manager Elan Miller discussed reporting season, where improving margins were offset by cautious outlooks as companies cut costs amid economic uncertainty.
Blackwattle’s August 2026 Market Insights: ASX 200 +1.5% amid sharp sector dispersion as reporting season drives volatility. Three our Funds outperformed benchmark, net of fees.
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