News
20 Sep 2024Among broader calls for divestiture calls in the supermarket sector, there’s a push for major change within major investors at Woolworths.
Our Portfolio Manager and Partner, Ray David met with the Australian Broadcasting Corporation (ABC) to discuss views on Woolworths Supermarkets.
Please click here to hear more
Investment Strategy
18 Sep 2024Our Portfolio Manager and Partner Daniel Broeren discusses recent financial markets, he explores: August Reporting, Economic Environment, and provides an Market Outlook.
Fund Updates
17 Sep 2024Hear directly from our Small Cap Long-Short Quality Fund Portfolio Managers Dan Broeren and Robert Hawkesford providing a performance update following reporting season, key market insights and current portfolio positioning.
Fund Updates
16 Sep 2024At Blackwattle Investment Partners, we continuously strive to do better for our clients, which is why we have implemented a no-personal-trading policy across our business.
Personal trading by fund managers isn’t just a conflict of interest – it’s a distraction that can compromise trust, decision-making, and ultimately client returns.
We understand that not everyone will agree with our stance, and that’s okay.
Our focus is on raising our own standards, because we believe that by doing so, we can enhance trust and deliver better outcomes for our clients.
We do hope that this may promote greater transparency and improved integrity across the entire industry.
Click below to hear directly from our CIO Michael Skinner
Article
11 Sep 2024We started Blackwattle Investment Partners in an attempt to elevate Funds Management for our clients, investors, staff, and our communities.
But it’s not just about us – our entire industry can, and should, do better.
Too many fund managers have drifted away from their core fiduciary responsibility to their clients.
One glaring issue stands out: Personal Trading (‘PA Trading’) by fund managers.
PA Trading is an undeniable conflict of interest, and serves as a significant distraction.
It compromises the integrity of the investment management industry and can ultimately harm investment returns.
It is clearly not aligned with a client’s best interest.
The solution is: Eliminate it. Ban it. Abolish it.
An Industry Call to Action
The funds management industry must acknowledge the inherent risks, conflicts, and the distraction posed by Personal Trading.
By eliminating this practice, we can build trust and better align ourselves with the best interests of our clients.
At Blackwattle, we have already implemented a strict no-personal-trading policy, reinforcing our commitment to always act in our clients’ best interests.
In fact, we have committed over $15,000,000 of our own personal capital, alongside our clients, into the Blackwattle Funds.
We call on regulators, industry bodies, and fellow fund managers to join us in banning the practice of PA Trading.
Setting high ethical standards is our responsibility.
To Our Clients
Whether you’re a large superannuation fund, or an individual investor, we encourage you to demand accountability.
Personal trading has no place in fund management.
Together, let’s push the industry to put the clients’ interest first.
Letter to industry click here
AFR Article click here
Article
2 Sep 2024As we wrap up the August 2024 reporting season, several key trends and economic conditions have emerged across various sectors, reflecting the diverse pressures and opportunities currently influencing the Australian market.
Real Estate & Housing:
-The housing market continues to face significant supply constraints, driving up prices and limiting new developments.
Key Stock Insights:
-REA Group (REA): Listing volumes are improving, supported by strong market demand.
-Mirvac (MGR): Housing supply remains incredibly restricted, highlighting ongoing challenges.
-Stockland (SGP): New home enquiry levels are stable, with signs of potential growth despite broader market challenges.
Click here to read more
News
29 Aug 2024Our Blackwattle Investment Partners Large Cap Portfolio Manager Ray David provides insights to the Australian Financial Review following Wesfarmers earnings results.
Read more below and in the AFR link:
Click here to read more
News
28 Aug 2024Our Blackwattle Investment Partners Portfolio Manager Ray David discusses with the Australian Financial Review on the comparison of company valuations despite weak earnings.
Read more below and in the AFR link:
Click here to read more
Fund Updates
Blackwattle Investment Partners is pleased to announce the appointment of Bronwen Moncrieff to its Investment Council.
Bronwen brings over 26 years of distinguished experience in the investment industry, further strengthening our commitment to investment excellence.
Bronwen’s career spans a wide range of senior roles, including nearly 12 years as the General Manager & Head of Research at Zenith Investment Partners, where she led a team of 20 through industry, regulatory, and market changes.
Her deep expertise in the research and evaluation of investment managers has been honed through significant positions at notable firms such as the Future Fund, Lonsec, and Russell Investments.
“We are thrilled to welcome Bronwen to our Investment Council,” said Michael Skinner, Managing Director and CIO at Blackwattle Partners. “Her vast experience, research ability and analytical skill, will be invaluable as we drive to deliver outstanding results for our clients.”
Bronwen has been a CFA Charterholder since 1998 and is actively involved in the community, serving as a Board Director at Janet Clarke Hall, University of Melbourne, and volunteering as a puppy raiser for Guide Dogs Australia.
Bronwen’s addition to the Investment Council marks a significant step forward in Blackwattle Partners’ mission to enhance the quality of our investment decision making and portfolio construction.
About Blackwattle’s Investment Council:
The Blackwattle Investment Council aims to provide guidance, perspective, and critical thought to enhance investment decision making, and improve portfolio investment performance. The Council pushes our investment teams to be better.
Click here to view
Video
27 Aug 2024At Blackwattle Investment Partners, we believe that sharing our personal stories and mistakes can offer valuable lessons.
Rather than hide from our mistakes, we believe that we should discuss them and continuously learn.
Here’s a story from our CEO’s Jarred Rubin’s early days in the financial markets that shaped his approach to investing.
Key takeaways from this experience:
1. Cycles Are Inevitable: Ups and downs are part of the journey, but it’s vital to maintain a long-term perspective and avoid getting caught up in the noise.
2. Stay Invested: Timing the market is incredibly difficult—almost impossible. Staying invested ensures you don’t miss out on market growth and the power of compounding.
3. Focus on Quality: Invest in quality businesses with the potential for long-term growth, especially during crises when opportunities arise at attractive valuations.
Click the video below to view:
Hear from our Global Portfolio Manager Sunny Bangia, providing a market update discussing the following the United States Economy,…
Blackwattle Investment Partners will be launching a mentorship program to empower more women into the funds management industry. ‘According…
Following Rio Tinto offer for the acquisition of Arcadium Lithium, Blackwattle Mid Cap Quality Portfolio Managers Michael Teran and…
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