Article
27 Jun 2024The Blackwattle Small-Caps team explores 3 ‘real’ businesses that are primed to benefit from the electrification of Australia.
For investors looking for exposure to the global decarbonisation opportunity, there have been few more volatile experiences than investing in the mining of battery minerals. Lithium, graphite and the rare earth investments have been the cause of many sleepless nights.
Investment Strategy
19 Jun 2024Edward Li from our Blackwattle Global Quality Fund speaks with Andrew Georghegan on ausbiz about the strong performance of Nvidia (NASDAQ:NVDA), now the world’s most valuable company due largely to its significant role in producing chips for AI software.
Fund Updates
3 Jun 2024Join Blackwattle Investment Partners CIO, Michael Skinner, Portfolio Managers Dan Broeren and Robert Hawkesford provide an update on the Small Cap Long-Short Quality Fund.
Article
27 May 2024Our Blackwattle Investment Partners Mid Quality Cap team discuss the ASX insurance brokers amidst a flurry of corporate activity across the sector.
Fund Updates
22 May 2024Blackwattle 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.”
Investment Strategy
Our Small Cap Quality team member’s Robert Hawkesford and Daniel Broeren discuss recent market events in the video below.
Fund Updates
14 May 2024Blackwattle 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:
Investment Strategy
Investment Strategy
9 May 2024Hear from our Mid Cap team, Tim Riordan and Michael Teran article on one of the few unrecognized, high-quality companies on the ASX: Whitehaven Coal (WHC).
Investment Strategy
30 Apr 2024Our 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.
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett Our…
Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies…
Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on…
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