Gold miners have struggled to produce cash flow and paying pennies for dividends. But turning around operations is easier said than done. Hear from our Mid-Cap Portfolio Manager Tim Riordan and his takeaway from these results.
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26 Feb 2024Article
26 Feb 2024Gold miners have struggled to produce cash flow and paying pennies for dividends. But turning around operations is easier said than done. Hear from our Mid-Cap Portfolio Manager Tim Riordan and his takeaway from these results.
Article
Blackwattle reflects on Altium being acquired, one of the highest quality stocks on the ASX
Article
23 Feb 2024Hear from our Portfolio Manager Ray David discussing Mineral Resources exit from Azure with Refinitiv’s Sunny Tse.
Article
19 Feb 2024Hear from our Portfolio Manager Ray David speaking with James Marlay from Livewire Markets in relation to South32 H1 FY24 Results.
Investment Strategy
19 Nov 2023For this special episode of Talk Money to Me, join Ray David from Blackwattle Investment Partners and other industry experts as they bring you the 12 stock picks of Christmas
Click below to find out more:
12 Stocks of Xmas: Part 1 – Talk Money To Me | Podcast on Spotify
News
16 Nov 2023Blackwattle Investment Partners’ Ray David discusses the analogous story of Chris Ellison and famed entrepreneur Sam Zemurray.
Click below to find out more:
https://www.livewiremarkets.com/wires/mineral-resources-the-fish-that-ate-the-whale
Fund Updates
13 Nov 2023Watermark chief investment officer Justin Braitling is retiring from the industry and handing over the reins of his $90 million Absolute Return Fund to Blackwattle Investment Partners.
Click below to find out more:
Watermark’s Braitling hangs up his boots; hands fund to Blackwattle (afr.com)
Fund Updates
12 Nov 2023Blackwattle Investment Partners has announced its fifth investment portfolio, taking over the management of the Watermark Absolute Return equities fund.
Click below to find out more:
Blackwattle announces 5th investment portfolio with Watermark fund | Money Management
News
22 Sep 2023Blackwattle is now live with 3 funds established, a 4th to be launched in September.
In this investor information session, hear directly from our CIO and our Lead Portfolio Managers on financial markets and our current portfolio positioning.
News
31 Aug 2023Hear directly from Ray David our Lead Portfolio Manager and Blackwattle Partner.
Ray, Portfolio Manager of our Long-Short 130/30 Quality fund talks about red flags with market darling CSL and key stocks in the portfolio that are primed to do well over the next decade.
From Livewire:
“Ray David, Portfolio Manager and Partner at Blackwattle Investment Partners. Along with Schroders alumni Joseph Koh, Ray runs Blackwattle’s brand new Long-Short Quality Fund.
Ray has a red flag system for identifying his short and underweight positions. He put CSL through the ringer and, as you’ll learn today, it spat out a sea of red flags.
He also discusses the Ponzi scheme that sparked his interest in investment finance, why he’s bullish BHP irrespective of the commodity cycle, the new era in short selling, his overweight positions in industrials, and the media company with the best suite of assets on the ASX.”
Hear from our Global Portfolio Manager Sunny Bangia, providing a market update discussing the following the United States Economy,…
Blackwattle Investment Partners will be launching a mentorship program to empower more women into the funds management industry. ‘According…
Following Rio Tinto offer for the acquisition of Arcadium Lithium, Blackwattle Mid Cap Quality Portfolio Managers Michael Teran and…
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