Fund Updates
17 Sep 2025Blackwattle Investment Partners CEO Jarred Rubin speaks with Juliette Saly from ausbiz discussing the technology sector in the current market highlighting the challenges and opportunities in software companies from AI.
One of our key picks in this space is Xero where we think AI is a tailwind and the recent Melio acquisition could be an inflection point for the business as it looks to scale in the US.
…To view please click the link below:
Blackwattle Investment Partners CEO Jarred Rubin discusses with Juliette Saly key themes shaping 2026. Jarred outlines 2025 as a…
Market Insights Australian equity markets declined in November, with the S&P/ASX 200 falling 2.7%, underperforming most developed markets. Domestic…
Hear from our Large Cap Portfolio Manager Joe Koh as he discusses Market Insights for November. Click the video…
Blackwattle Equity Income Fund Launch – January 2026
Blackwattle Investment Partners is pleased to announce the launch of its new Equity Income Fund. The team, comprising Rudi Minbatiwala, Jason Moodie, and Marlon Chan, brings a combined 70 years of investment experience and a 17+ year history of working together at First Sentier Investors, where they managed a highly regarded Equity Income strategy since 2008.
To find out more please contact our team by clicking the link below: