Article
15 Jul 2024“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett
Our Global Portfolio Manager Sunny Bangia Livewire article discusses Hilton Worldwide business structure, profitability and resilient business model.
Article
2 Jul 2024Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies with tier one high quality assets.
Article
1 Jul 2024Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on Blackwattle, thoughts on the market and portfolio overview.
Article
27 Jun 2024The Blackwattle Small-Caps team explores 3 ‘real’ businesses that are primed to benefit from the electrification of Australia.
For investors looking for exposure to the global decarbonisation opportunity, there have been few more volatile experiences than investing in the mining of battery minerals. Lithium, graphite and the rare earth investments have been the cause of many sleepless nights.
Article
20 Jun 2024Our Managing Director and CIO Michael Skinner discusses recent market events specifically exploring both Australian and Global Markets and the Outlook for 2024/2025.
Investment Strategy
19 Jun 2024Edward Li from our Blackwattle Global Quality Fund speaks with Andrew Georghegan on ausbiz about the strong performance of Nvidia (NASDAQ:NVDA), now the world’s most valuable company due largely to its significant role in producing chips for AI software.
Article
13 Jun 2024Blackwattle Mid Cap team discuss Xero’s recent result and ability to grow & improve quality over the medium to long term.
Fund Updates
3 Jun 2024Join Blackwattle Investment Partners CIO, Michael Skinner, Portfolio Managers Dan Broeren and Robert Hawkesford provide an update on the Small Cap Long-Short Quality Fund.
Article
27 May 2024Our Blackwattle Investment Partners Mid Quality Cap team discuss the ASX insurance brokers amidst a flurry of corporate activity across the sector.
Article
26 May 2024Thanks to the The Australian Financial Review for speaking with our Lead Portfolio Ray David on Retail, and regulatory views around merchants in the Australian Market.
The AFR explores KGN… “Investors are betting a crackdown on lucrative membership programs will hurt Kogan.com’s major profit driver, pushing the online retailer’s shares lower at a time when the company is performing significantly worse than expected.”
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett Our…
Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies…
Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on…
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