Hear from our CIO Michael Skinner as he discusses Market Insights for June.
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Insights Video
18 Jul 2025Fund Updates
16 Jul 2025ausbiz: Stocking Up On More Burritos
Blackwattle CIO and Partner, Michael Skinner discusses with Juliette Saly on ausbiz the continued resilience in Australian and global markets despite ongoing economic uncertainty. Michael identifies industrial, healthcare, and technology sectors as offering notable investment opportunities, particularly where companies possess competitive advantages and sound valuations.
Guzman y Gomez (ASX:GYG), Life360 (ASX:360), and Hansen Technologies (ASX:HSN) were discussed in more detail as standout stocks:
- GYG: Strong brand, growing demand for healthy fast food, and high foot traffic.
- Life360: Impressive sales growth and a broadening customer base.
- Hansen Technologies: Noted for stability and recurring revenues.
…To view please click the link below:
Fund Updates
19 Jun 2025ausbiz: All Roads In The AI Race Lead To Taipei
Hear from our Portfolio Manager and Partner, Sunny Bangia, as he discusses the opportunities in the artificial intelligence race with Juliette Saly from ausbiz.
…To view please click the link below:
Insights Video
16 Jun 20253 Insights In 3 Minutes: Market Insights May
Hear from our CEO Jarred Rubin as he speaks about the markets rallying strongly in May.
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Fund Updates
5 Jun 2025Market Pulse Webinar – Small Cap Perspective
Hear from Rob Hawkesford and Dan Broeren, Portfolio Managers of our Small Cap Quality Fund, as they discuss small cap insights.
Fund Updates
21 May 2025ausbiz: Small Caps On Rob’s Radar
Our Small Cap Portfolio Manager, Robert Hawkesford, highlights with ausbiz some exciting small cap opportunities currently trading at attractive valuations.
…To view please click the link below:
Insights Video
19 May 20253 Insights In 3 Minutes: Market Insights April
Market Volatility
April was a volatile month, amazingly, the ASX200 fell 6.5% before finishing up 3.6%.
In this video, our CEO and Partner, Jarred Rubin, explores both domestic and global markets. He discusses:
1. The ASX200 movements
2. Tariff truces
3. Interest Rate expectations
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Insights Video
24 Apr 20253 Insights In 3 Minutes: Market Insights March
U.S Policy
March was an extraordinary month with markets impacted by rapidly changing U.S Policy. In this video, our Portfolio Manager and Partner, Sunny Bangia, explores these impacts in more detail. He discusses:
1. U.S Exceptionalism
2. The U.S Economy
3. Global Opportunities
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Fund Updates
11 Apr 2025How Blackwattle Is Managing The Mayhem
Blackwattle CIO, Michael Skinner, discusses with ausbiz the current turbulence in financial markets, acknowledging the difficulty in navigating short-term volatility.
He states that headlines significantly influence market movements, and forecasts can become outdated quickly
To view the full video please click the link below:
Fund Updates
27 Mar 2025Market Pulse Webinar – ASX Reporting Season & Market Volatility Insights
Hear from Ray David and Joe Koh, Portfolio Managers of our Long-Short 130/30 Quality Fund, as they share insights on the trends and risks.
