Hear directly from our CIO, Michael Skinner discussing 3 insights in 3 minutes
Fund Updates
15 Feb 2024Fund 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.
Article
31 Jan 20243 Quality ASX Stocks For An Uncertain 2024
Hear from our Blackwattle Mid Cap Team discuss 3 high-quality companies best placed to navigate whatever challenges 2024 brings.
Fund Updates
19 Jan 2024CEO Insights
Hear from Blackwattle Investment Partners CEO, Jarred Rubin discussing his investing journey and how it relates to Blackwattle’s quality investing.
Article
18 Jan 2024James Hardie – Built to Last
Our Portfolio Managers Ray David and Joseph Koh deep dive into ASX James Hardie.
“If there is one secret to an enduring great company, it’s the ability to manage continuity and change, a discipline that must be consciously practiced” – Jim Collins
Finding great companies that fit this category is difficult. Finding these companies at a reasonable price is even harder.
In this note however, we discuss one company on the ASX, James Hardie that holds some of these characteristics, and warrants visionary status.
Article
17 Jan 2024Global market’s compound strength
Hear from our CEO Michael Skinner with his views on the market and outlook.
Article
7 Jan 2024Lithium
Hear from our Portfolio Manager Ray David recent commentary in the Australian Financial Review.
“In the lithium space we’ve been active on both the long and the short”
“We’re long low cost, long reserve producers and short high cost, low reserve producers … the longer the lithium price stays at these levels, valuations of lower quality high-cost miners will come under pressure, especially when these higher cost companies are burning cash, putting pressure on balance sheets. There is still an opportunity for short sellers.”
Investment Strategy
19 Dec 2023Blackwattle Investment Partners Annual Letter 2023
As we reach the end of 2023, our inaugural year, I want to thank you for your continued support and the trust that you place in us at Blackwattle. We are privileged to represent your capital, which we continuously strive to protect and grow.
Click below to find out more:
Investment Strategy
12 Dec 2023Risk-on year pushes asset class returns
Having analysed asset class returns throughout the year, Michael Skinner from Blackwattle Investment Partners reveals it to be a highly volatile, risk-on year.
Click below to find out more:
https://ausbiz.com.au/media/riskon-year-pushes-asset-class-returns?videoId=33607
