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:
Blackwattle Mid Cap Portfolio Managers Tim Riordan and Michael Teran recently engaged with Arcadium Lithium (LTM) regarding their views…
While shares of Australia’s major banks have delivered strong gains this year, high valuations, structural pressures, and the looming…
Hear from our lead Investment Analyst David Meehan discuss the growing demand in aged care facilities and the new…
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