Insights

to hear Marcus Bogdan, Chief Investment Officer at Blackmore Capital discusses the market movements, trajectory and the opportunity.

Blackmore Capital Australian Equities Income Portfolio We recently added to the existing Waypoint REIT (WPR) position in the portfolio....

Marcus Bogdan of Blackmore Capital says the backend of FY21 reporting season is evidence of the impact lockdowns have had on the economy....

Portfolio Commentary The August reporting season delivered impressive earnings and dividend growth of ~30% for the ASX 200. The uplift in...

Bega Cheese (BGA) was recently added to the portfolio, with Marcus Bogdan telling ausbiz it's acquisition of Lion Dairy Drinks has...

Blackmore Capital Blended Australian Equities Portfolio Bega Cheese (BGA) is an Australian-based dairy and food company that has been...

Blackmore Capital is currently overweight the healthcare sector in our portfolios as we believe in the long-term growth outlook of the...

Marcus Bogdan, CIO of Blackmore Capital discusses two phases of the current reporting season. Initially, investors saw very strong...

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...

to hear Marcus Bogdan, Chief Investment Officer at Blackmore Capital discusses the current reporting season and how companies are...

Marcus drills into Telstra's full-year results, reporting a bump in full-year profit to $1.85 billion, declaring a dividend of 8 cents...

Marcus Bogdan CIO of Blackmore Capital discusses our approach to the upcoming reporting season and the specific metrics investors should...

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

Portfolio Commentary The Australian equity market continues to be bolstered by a stronger than expected recovery in company profits, with...

Marcus Bogdan CIO of Blackmore Capital discusses portfolio positions in Quality Defensives and the Energy & Materials sectors. Navigating...

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