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23 Sep 2025Our Blackwattle Investment Partners’ Mid Cap Team discusses the stock Guzman y Gomez (ASX: GYG).
Deputy-Portfolio Manager Michael Teran highlights the company as a potential high-quality compounder that is still nascent in its journey to scale.
Michael states that:
“We believe the market is being too quick to discount the GYG growth story because of slower same-store-sales growth (SSSg) for the start of FY26. “
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Blackwattle Investment Partners CEO Jarred Rubin discusses with Juliette Saly key themes shaping 2026. Jarred outlines 2025 as a…
Market Insights Australian equity markets declined in November, with the S&P/ASX 200 falling 2.7%, underperforming most developed markets. Domestic…
Hear from our Large Cap Portfolio Manager Joe Koh as he discusses Market Insights for November. Click the video…
Blackwattle Equity Income Fund Launch – January 2026
Blackwattle Investment Partners is pleased to announce the launch of its new Equity Income Fund. The team, comprising Rudi Minbatiwala, Jason Moodie, and Marlon Chan, brings a combined 70 years of investment experience and a 17+ year history of working together at First Sentier Investors, where they managed a highly regarded Equity Income strategy since 2008.
To find out more please contact our team by clicking the link below: