Letter
8 Aug 2024Blackwattle Mid Cap Portfolio Managers Tim Riordan and Michael Teran recently engaged with Orora (ORA) regarding their views on available levers to restore the company to a position of strength. To read a full copy of the letter sent to the Board of Directors please click the link below:
As we wrap up the August 2024 reporting season, several key trends and economic conditions have emerged across various…
Our Blackwattle Investment Partners Large Cap Portfolio Manager Ray David provides insights to the Australian Financial Review following Wesfarmers…
Our Blackwattle Investment Partners Portfolio Manager Ray David discusses with the Australian Financial Review on the comparison of company…
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