Fund Updates

28 Aug 2024

Bronwen Moncrieff Joins Blackwattle Investment Partners’ Investment Council

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.

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Fund Updates

13 Aug 2024

3 Insights In 3 Minutes: Market Insights July

Our Portfolio Manager and Partner Tim Riordan discusses recent market events below:

1: July Market Performance
2: The Economic Environment and Earnings.
3: August Reporting

Please click the video below to hear more

Fund Updates

22 May 2024

The Shorting Opportunity In Consumer Discretionary Stocks

Blackwattle Investment Partners’ CEO Jarred Rubin discusses Financial Markets and Short-Selling Opportunities in consumer stocks with ausbiz.

“… In the realm of small cap stocks, Jarred Rubin of Blackwattle Investment Partners explores the potential for both long and short opportunities, focusing on the burgeoning opportunities in the local consumer space.

Jarred notes a discernible valuation difference between small and large caps, emphasising how small caps are currently under-evaluated, yet provide attractive investment opportunities. Notably, he’s captivated by high-quality growth opportunities that could become top 100 companies.”

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Fund Updates

14 May 2024

Letter to the Board of Directors (RIO)

Blackwattle Portfolio Managers Ray David and Joe Koh recently engaged with Rio Tinto (RIO) regarding their views on its dual class shareholding structure. The team advocating for a shift towards a single-class structure in line with best corporate governance practices.

To read a full copy of the letter sent to the Board of Directors please click the link below:

Letter to Rio Board of Directors

Fund Updates

27 Mar 2024

Sunny’s Mag 7 Picks: Catching Tailwinds Versus Struggle Street

Sunny Bangia from Blackwattle Investment Partners provides insights on investment opportunities and questions whether the “Magnificent Seven” have become the “Fabulous Four”. Sunny identifies notable changes in the financial climate, with a particular focus on earnings divergence amongst these companies, and shares his views on how this might further develop throughout the year.

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Fund Updates

Fund Launch: Blackwattle Global Quality Fund

We are excited to announce the establishment of our Blackwattle Global Quality Fund.  The Fund will be high conviction, investing in 20-35 outstanding businesses around the world.  The Global Quality Fund will be led by Sunny, who has over 18 years global experience, having worked for global equities pioneer Kerr Neilson at Platinum and as a co-founder of Antipodes.

Sunny will be joined by Senior Analysts Mr Edward Li and Mr Nicholas Tan, as well as Analyst/Trader Mr Isaac Boorer. The team have worked together before for many years.

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