Investment Strategy
30 Apr 2024
Hear from the Lead Portfolio Manager Sunny Bangia of our Blackwattle Global Equity Fund.
Sunny discusses FICO. Exploring the company’s dominance in credit scoring (over 90% US market share), potential for increased profits, and room for price increases.
Thank you to Talk ya Book for the time.
Our Managing Director and CIO Michael Skinner discusses recent market events specifically exploring both Australian and Global Markets and…
Edward Li from our Blackwattle Global Quality Fund speaks with Andrew Georghegan on ausbiz about the strong performance of…
Blackwattle Mid Cap team discuss Xero’s recent result and ability to grow & improve quality over the medium to…
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