Hear from Rob Hawkesford and Dan Broeren, Portfolio Managers of our Small Cap Quality Fund, as they discuss small cap insights.
Fund Updates
5 Jun 2025Fund 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
Click the video below to view more:
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He states that headlines significantly influence market movements, and forecasts can become outdated quickly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.
Article
19 Feb 2025Why This Small Cap Is A “Stand Out”
Michael Skinner, Chief Investment Officer at Blackwattle Investment Partners, recently discussed the current reporting season with Juliette Saly on ausbiz. Michael highlighted optimism in the markets, attributing it to rate cuts and easing inflation.
Insights Video
13 Feb 20253 Insights In 3 Minutes: Market Insights January
Markets never stand still.
As we start 2025, we’ve seen a strong rebound in many financial markets, but key risks remain. In this short video, our Managing Director and CIO Michael Skinner explores three critical areas shaping the year:
1. Interest Rate Expectations
2. Sector Rotations: Winners and Losers in 2025
3. Global Markets: Diverging Paths
Click the video below to view more:
Video
4 Feb 2025Blackwattle Investment Partners Webinar
Watch our recent webinar featuring our senior investment team providing insights into key trends shaping our portfolios and financial markets as we enter 2025.
Investment Strategy
Lessons Learned – Risk Management
At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal and professional growth.
Rather than shy away from mistakes, we embrace them as learning opportunities.
Here’s a story from our Portfolio Manager, Daniel Broeren, relating to investments during the Covid-19 era. Dan highlights the importance of effective risk management within both process and culture.
To view the livewire article please click here
