Hear 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).

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

Tim Riordan, Portfolio Manager for our Mid Cap portfolio speaks with the Australian Financial Review on his views of some of his high conviction ideas for the fund, and how alignment has been a key driver of performance.

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In this episode, Blackwattle’s Tim Riordan and Auscap’s Will Mumford analyse five founder-led mid-cap stocks.

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