Insights

Blended Australian Equities Portfolio & Australian Equities Income Portfolio Change Reduce Brambles (BXB) Brambles delivered a...

Blended Australian Equities Portfolio Changes: We recently added to the existing Goodman Group (GMG) position in the portfolio. The...

Initiation on Marley Spoon (MMM) Marley Spoon (MMM) is a European based meal kit service provider founded in 2014. It sells and delivers...

Australian Equities Income Portfolio Change MQG’s operational performance throughout the COVID pandemic has been resilient with the Group...

Post Demerger WOW remains the largest supermarket across Australia and New Zealand with $53 billion of revenue and an even more robust...

Australian Equities Income Portfolio Change: Increased Amcor (AMC) We have added to our position in Amcor (AMC) a global packaging...

Blended Australian Equities Portfolio Changes: Increased weighting in Healius (HLS) We are encouraged by evidence of an ongoing recovery...

Blended Australian Equities Portfolio Changes: WOW’s supermarket business has consistently outperformed Coles, and notably its online...

We have sold the TPG holding from the Blended portfolio, following the surprise resignation of its Chairman and 17.2% shareholder, David...

Throughout FY21 CSL has meaningfully underperformed the ASX 200. The persistent weakness in CSL’s share price reflects the ongoing...

Amcor is a global packaging company supplying a broad range of rigid and flexible packing products into the food, beverage, health care,...

Encouragingly, recent economic indicators reflect a V-shaped recovery in profits over the next 12 months. Global manufacturing PMIs have...

Adjustments to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Increasing Northern Star Resources (NST) We...

Adjustments to the Blended Australian Equity Portfolio Reduced BHP Group (BHP), Commonwealth Bank (CBA) & News Corporation (NWS) -...

Adjustments to the Blended Australian Equity Portfolio Purchased Westpac Bank (WBC) We have initiated a position in Westpac, adding to...

Recent changes to the Blackmore Capital Australian Equity Portfolios Selling Rio Tinto Limited (RIO) “Rio Tinto has a long-standing...

Recent changes to the Blackmore Capital Australian Equity Portfolios - Buying Santos Ltd (STO) We have added Santos to the portfolios as...

Recent changes to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Reducing Brambles Limited (BXB) We have...

Purchased TPG Telecom (TPG) and Sold Washington H Soul Pattinson & Co. (SOL) We have added TPG Telecom to the portfolios, funded by the...

Recent changes to the Blended Australian Equity Portfolio Purchased Chorus Ltd (CNU) Chorus Ltd is New Zealand’s major wholesale...