Join Blackwattle Investment Partners CIO, Michael Skinner, Portfolio Managers Dan Broeren and Robert Hawkesford provide an update on the Small Cap Long-Short Quality Fund.
Fund Updates
3 Jun 2024Fund Updates
22 May 2024The 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.”
Fund Updates
14 May 2024Letter 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:
Article
18 Apr 2024The Need For High Barriers To Entry In Fund Management
Appearing on an episode of Relative Return, Blackwattle CIO Michael Skinner discusses setting the firm up as it approaches its first anniversary in May 2024.
Fund Updates
27 Mar 2024Sunny’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.
Fund Updates
4 Mar 2024Blackwattle Announces First Global-Focus Fund
Blackwattle has appointed former Antipodes founding partner and portfolio manager Sunny Bangia to launch a new global equity fund.
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.
Fund Updates
26 Feb 2024The Retail Stock Blackwattle is Loving…
Our CEO Jarred Rubin talks with Danielle Ecuyer on what the team has been seeing during reporting season and delves into why we think Premier Investments looks interesting.
Fund Updates
15 Feb 2024Blackwattle Monthly Commentary
Hear directly from our CIO, Michael Skinner discussing 3 insights in 3 minutes
Fund 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.
