Fund Updates
27 Mar 2024
Sunny Bangia from Blackwattle Investment Partners provides insights on investment opportunities and questions whether the “Magnificent Seven” have become the “Fabulous Four”. Sunny identifies notable changes in the financial climate, with a particular focus on earnings divergence amongst these companies, and shares his views on how this might further develop throughout the year.
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett Our…
Hear from our lead Portfolio Manager Ray David discuss how to navigate the mining cycle with three mining companies…
Hear directly from our Blackwattle Chief Executive Officer, Jarred Rubin and our lead Portfolio Managers providing an update on…
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