Blackwattle Investment Partners

At Blackwattle Investment Partners, we believe in sharing the stories behind our mistakes because these lessons drive both personal and professional growth. Rather than shy away from mistakes, we embrace them as learning opportunities. Please see the 4th episode in our Lessons Learned Series. 👇 🚀 Episode 4 - Be Wary of Narratives Here's a story from our Portfolio Manager, Ray David, highlighting the common disconnect between a management team's narrative and their actual financial results. Ray delves into the tools we use to cut through narratives and assess the true financial strength of a company. Key takeaways from this experience: 1. Be Wary of Narratives 2. Focus on Financials 3. Stay True to Process: Doubt can lead to investing mistakes. Thank you to Ray David for sharing your insights. Follow us for more insights Blackwattle Investment Partners. 👈 #Blackwattle #Quality #Investing #LessonsLearned Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle's Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD and all Disclaimers on our website, please see links below in the comments.

Our Small Cap Portfolio Manager, Robert Hawkesford, shares his views with ausbiz on Australian Financial Group (ASX:AFG) due to its dual role as a mortgage aggregator and lender. Rob highlights the following key points: -AFG's role and strong fundamentals. -Economic conditions suggesting potential RBA rate cuts aiding housing activity. -Non-bank lenders overcoming recent challenges, boosting AFG's position. Thank you to ausbiz for your support. Please click the link to view more: https://lnkd.in/gXuVFu7Y #Blackwattle #Alignment #Quality Disclaimer: The information contained in this post is not intended to provide any financial or investment advice and does not take into account or consider the recipient’s investment objectives, financial situation, or particular needs. You should read the PDS & TMD and all Disclaimers on our website.

Well done to University of Sydney and more specifically South Asian Business Society for hosting a great industry conference. To Jessica David congratulations for a great year as president, and well done Saachi Arora for outstanding panel Q&A. Blackwattle Investment Partners was privileged to be involved, we already look forward to next year.

Thankyou Ray David for sharing your insights with the The Australian Financial Review. Ray discusses his views on lithium, and specifically Rio Tinto. Please see a snippet below: According to Blackwattle Investment Partners’ Ray David, the Arcadium acquisition could turn out to be one of Rio Tinto’s finest, in contrast with massive top-of-the-cycle bets on Canadian aluminium group Alcan and Riversdale Coal that dusted tens of billions of dollars of shareholder wealth. If the name of the game is to own tier-one, low-cost assets with long reserve lives in stable jurisdictions, then Rio Tinto’s purchase of Arcadium ticks three of the four boxes with some sovereign risk in South America, which is where most brine projects are situated. Rio Tinto, David says, is using a strategy that works well in the board game Monopoly – start strong, buy quality assets and swoop when competitors weaken. “There is no other buyer of lithium assets given weakened balance sheets from overdevelopment,” he says. “Rio knows that the sun has set on China steel consumption, while lithium demand is still nascent. Buying low-cost lithium assets such as Arcadium at current lithium prices makes total sense to us as Rio Tinto shareholders.” https://lnkd.in/gJHQt8W3

🚀 Launch: Blackwattle Women in Finance Mentorship Program We are pleased to announce the launch of our Blackwattle Women in Finance Mentorship Program. This initiative aims to empower female professionals looking to learn about, or transition into, investment management. Our program is designed to support the next generation of female leaders in finance through: 1. Structured mentorship with long-term commitment (12+ months). 2. Hands-on experience in investment management. 3. Access to senior professionals in the industry. 4. Networking opportunities to build connections. 5. Clear development pathways for career growth. 📱 Contact Us and Apply If you're a woman passionate about building a career in finance, and are looking to transition into investment management, please apply. Please see the application criteria and instructions in the document below, then email: info@blackwattlepartners.com 👈 Or apply via our Linkedin job posting. Applications close 15 November 2024. We hope that this mentorship program will be a chance to learn, expand your network, and shape your future career path. #Blackwattle #Alignment #Quality #Trust

🚀 Blackwattle Women in Finance Mentorship Program We are pleased to announce the launch of our Blackwattle Women in Finance Mentorship Program. This initiative aims to empower female professionals looking to learn about, or transition into, investment management. Our program is designed to support the next generation of female leaders in finance through: 1. Structured mentorship with long-term commitment (12+ months). 2. Hands-on experience in investment management. 3. Access to senior professionals in the industry. 4. Networking opportunities to build connections. 5. Clear development pathways for career growth. 📱 Contact Us and Apply If you're a woman passionate about building a career in finance, and are looking to transition into investment management, please apply. Please see the application criteria and instructions in the document below, then email: info@blackwattlepartners.com 👈 👈 👈 Applications close 15 November 2024. We hope that this mentorship program will be a chance to learn, expand your network, and shape your future career path. #Blackwattle #Alignment #Quality #Trust

💡3 Insights in Under 3 Minutes (this month actually under 3 min 👏) Our Portfolio Manager and Partner Sunny Bangia discusses recent financial markets, he explores: 📊 The US Economy 📣 The Federal Reserve, and 📈 The Chinese Property Market We hope you enjoy the video. 🔔 Please follow us at Blackwattle Investment Partners for more insights. #Blackwattle #Alignment #Quality #Trust Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle's Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD and all Disclaimers on our website, please see links below in the comments.

The Blackwattle Long-Short 130/30 Quality Fund is pleased to present its September Monthly Report. Portfolio Manager’s Ray David and Joseph Koh A) share their views on the financial markets, B) offer opinion on a forward outlook, and C) provide insight into current Portfolio positioning. See key insights below. 👇 #Blackwattle #QualityInvesting #ASX Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle Long-Short 130/30 Quality Fund Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD and all Disclaimers on our website, please see links below in the comments.

The Blackwattle Mid Cap Quality Fund is pleased to present its September Monthly Report. Portfolio Manager’s Tim Riordan, Michael Teran and Peter Wilson, CFA A) share their views on the financial markets, B) offer opinion on a forward outlook, and C) provide insight into current Portfolio positioning. See key insights below. 👇 Thank you for investing alongside us, Mike & Tim. #Blackwattle #QualityInvesting #ASX Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle Mid Cap Quality Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD and all Disclaimers on our website, please see links below in the comments.

The Blackwattle Small Cap Long-Short Quality Fund is pleased to present its September Monthly Report. Portfolio Manager’s Daniel Broeren, Robert Hawkesford and Andy Chuk, CFA A) share their views on the financial markets, B) offer opinion on a forward outlook, and C) provide insight into current Portfolio positioning. See key insights below. 👇 #Blackwattle #QualityInvesting #ASX Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle Small Cap Long-Short Quality Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD and all Disclaimers on our website, please see links below in the comments.