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

Investment Strategy

30 Apr 2024

Ray’s Resource Picks

Our Portfolio Manager Ray David met with Juliette Saly and ausbiz providing perspectives on ASX Resources compared to ASX Financials, along with highlighting two underappreciated high-quality ASX mining producers held in the Blackwattle Long-Short 130/30 Quality Fund.

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Investment Strategy

Talk Ya Book – Sunny Bangia

Hear from the Lead Portfolio Manager Sunny Bangia of our Blackwattle Global Equity Fund.
Sunny discusses FICO. Exploring the company’s dominance in credit scoring (over 90% US market share), potential for increased profits, and room for price increases.

Thank you to Talk ya Book for the time.

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Investment Strategy

23 Apr 2024

3 Insights in 3 Minutes

From our Mid Cap team we have Michael Teran and Peter Wilson sharing their top 3 insights for the month of March.

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