top of page
Insights
Search
Marcus Bogdan
Jul 9, 20201 min read
Portfolio Construction & Sustainable Yield
Marcus Bogdan CIO of Blackmore Capital speaks to Ausbiz on key themes for portfolio construction and stocks that can provide a...
Marcus Bogdan
Jul 8, 20202 min read
Quarterly Portfolio Update | Q4 FY2020 | June 2020 Financial Year Review
For the end of the 2020 financial year we have recorded a webinar that highlights our current views on equity valuations & portfolio...
Marcus Bogdan
Jul 2, 20201 min read
Portfolio Update & Webinar | June 2020 Financial Year Review
Marcus Bogdan, CIO of Blackmore Capital discusses the June 2020 Financial Year in review in this < 10 minute pre-recorded Webinar.
Marcus Bogdan
Jun 29, 20202 min read
Zenith Rating - Blended Australian Equites Fund
Blackmore Capital is pleased to announce that the Blended Australian Equities Fund has received an ‘Approved’ rating by Zenith Investment...
Marcus Bogdan
Jun 24, 20201 min read
Company Update - CSL, Woolworths and Qube
Marcus Bogdan (CIO) of Blackmore Capital talks to Ausbiz on operational updates from CSL’s Plasma Therapy and Vaccination businesses in...
Marcus Bogdan
Jun 15, 20202 min read
Purchased Chorus (CNU), Waypoint REIT (WPR) & Increased Spark NZ (SPK)
Recent changes to the Blended Australian Equity Portfolio Purchased Chorus Ltd (CNU) Chorus Ltd is New Zealand’s major wholesale...
Marcus Bogdan
Jun 10, 20201 min read
Investment opportunities in the current equity rally
Marcus Bogdan, CIO of Blackmore Capital discusses on Ausbiz the drivers of the most recent equity rally and areas of investment...
Marcus Bogdan
Jun 9, 20202 min read
Portfolio Update - May 2020
There has been a sharp increase in risk appetite since the trough of the ASX 200 on March 23. Equity markets have been buoyed by...
Marcus Bogdan
May 27, 20201 min read
Growth versus Value Stocks
Marcus Bogdan CIO of Blackmore Capital talks to ausbiztv on the Price Earnings (PE) dispersion between Growth stocks and Value stocks is...
Marcus Bogdan
May 14, 20201 min read
Purchased Goodman Group (GMG)
Recent changes to the Blended & Income Portfolios Purchased Goodman Group (GMG) We have added GMG to the portfolios, following its 3Q...
Marcus Bogdan
May 13, 20201 min read
Current Market Valuation & Earnings Outlook
Marcus Bogdan CIO of Blackmore Capital speaks to ausbiztv on the current valuation of the ASX 200. Valuations have become elevated again...
Marcus Bogdan
May 7, 20202 min read
Portfolio Update - April 2020
Risk assets moved considerably higher in April supported by massive liquidity infusions by authorities and signs that the worst of the...
Marcus Bogdan
Apr 29, 20201 min read
The recovery path from COVID-19 & stocks that are prominent in our portfolio
Marcus Bogdan CIO of Blackmore Capital speaks to Ausbiz about the shape of the recovery path from COVID-19 and stocks that are prominent...
Marcus Bogdan
Apr 18, 20201 min read
Webinar Recording | Portfolio Update | April 2020
Webinar Recording of Marcus Bogdan, CIO of Blackmore Capital providing an investor update on our portfolios post March 2020. Webinar...
Marcus Bogdan
Apr 16, 20201 min read
SQM Research Rating - Superior | High Investment Grade
The Blackmore Capital Blended Australian Equities Fund has been awarded a Superior - High Investment Grade rating by SQM Research. (4.25...
Marcus Bogdan
Apr 15, 20201 min read
Current market valuations and portfolio construction
Marcus Bogdan CIO of Blackmore Capital talks to Ausbiz on current share market valuations and portfolio construction.
Marcus Bogdan
Apr 15, 20202 min read
Buying Rio Tinto (RIO) and selling Transurban Group (TCL)
Recent changes to the Blended & Income Portfolios Purchased Rio Tinto (RIO) We have added Rio Tinto Ltd (RIO) to the portfolios as a...
Marcus Bogdan
Apr 9, 20203 min read
Quarterly Portfolio Update - March 2020
The Blended Australian Equity Portfolio finished the March quarter down 17.94% compared to the ASX Accumulation Index down 23.10%....
Marcus Bogdan
Apr 1, 20201 min read
Investing in a bear market | Stocks & sectors to consider
Blackmore Captial CIO Marcus Bogdan discusses with AusBiz investing in a bear market and stocks & sectors to consider in the current...
Marcus Bogdan
Mar 26, 20202 min read
Purchased Chorus (CNU), Sold GPT Group (GPT), reduced Macquarie (MQG) and National Bank (NAB)
Recent changes to the Australian Equity Income Portfolio Purchased Chrous Limited (CNU) Chorus Ltd is New Zealand’s major wholesale...
bottom of page