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Marcus Bogdan
Jul 26, 20211 min read
Blackmore Capital - IMAP Managed Account Award Finalist - Australian Equities
Blackmore Capital is delighted to be nominated as a finalist in the 2021 IMAP - Institute of Managed Accounts Professionals award for the...
Marcus Bogdan
Jul 22, 20210 min read
Marcus Bogdan
Jul 8, 20214 min read
Monthly Investor Update | June 2021
Portfolio Commentary The rapid economic recovery from the pandemic has supported continued momentum in equity prices with the ASX 200...
Marcus Bogdan
Jul 2, 20211 min read
Australian Equities - Financial Year 2021 Review and future outlook
Marcus Bogdan, CIO of Blackmore Capital reviews the 2021 Financial Year of Australian equities and our current positioning for the year...
Marcus Bogdan
Jun 29, 20211 min read
Blackmore Capital Collaboration with OCTfin | ESG Factors Integration
Blackmore Capital acknowledges the need for greater onus on governance and risk in our daily operations and constantly look to increase...
Marcus Bogdan
Jun 29, 20211 min read
Blackmore Capital on SBS for the market movements
to hear Marcus Bogdan, Chief Investment Officer at Blackmore Capital discusses the impact of lockdowns on the share market on SBS.
Marcus Bogdan
Jun 25, 20211 min read
Portfolio Change - Demerger of EDV from WOW
Post Demerger WOW remains the largest supermarket across Australia and New Zealand with $53 billion of revenue and an even more robust...
Marcus Bogdan
Jun 23, 20211 min read
Portfolio Changes - Increased Amcor (AMC) | Sold Chorus (CNU)
Australian Equities Income Portfolio Change: Increased Amcor (AMC) We have added to our position in Amcor (AMC) a global packaging...
Marcus Bogdan
Jun 17, 20211 min read
Are current ASX200 valuations justified?
Marcus Bogdan CIO of Blackmore Capital talks to Ausbiz on the strong share price performances of: Commonwealth Bank, Goodman Group,...
Marcus Bogdan
Jun 3, 20211 min read
Healthcare update - Healius, Resmed, Sonic and M&A activity for Ramsay
Marcus Bogdan, CIO of Blackmore Capital discusses current themes in healthcare including Healius, Resmed, Sonic and views on M&A activity...
Marcus Bogdan
Jun 2, 20212 min read
Monthly Investor Update | Blackmore Capital
“The paradox is that the more successful central banks are in driving up valuations of risky assets using stimulus, the harder it becomes...
Marcus Bogdan
May 31, 20212 min read
Portfolio Changes - Increased Healius (HLS) & Santos (STO) | Reduced BHP Group (BHP)
Blended Australian Equities Portfolio Changes: Increased weighting in Healius (HLS) We are encouraged by evidence of an ongoing recovery...
Marcus Bogdan
May 24, 20211 min read
Blackmore Capital | Equity Mates | Watchlist Wednesday | AMC, CSL & HLS
Thanks to Equity Mates Media for hosting Blackmore Capital CIO Marcus Bogdan for Watchlist Wednesday including Amcor, CSL and Healius...
Marcus Bogdan
May 21, 20210 min read
Marcus Bogdan
May 21, 20210 min read
Marcus Bogdan
May 20, 20211 min read
Woolworths & Endeavour demerger | Suncorp a value opportunity
Marcus Bogdan CIO of Blackmore Capital discusses sectors & themes we are currently favouring and an update on the Woolworths/Endeavour...
Marcus Bogdan
May 19, 20210 min read
Marcus Bogdan
May 10, 20219 min read
Alan Kohler & Eureka Report Podcast | Marcus Bogdan, CIO Blackmore Capital
Blackmore Capital's Chief Investment Officer Marcus Bogdan talks about being focused on earnings quality, earnings resilience and balance...
Marcus Bogdan
May 10, 20212 min read
Portfolios Changes - Sold Coles| Reduced MQG |Increasing WOW & CSL
Blended Australian Equities Portfolio Changes: WOW’s supermarket business has consistently outperformed Coles, and notably its online...
Marcus Bogdan
May 9, 20212 min read
Monthly Investor Update - April 2021
Optimism on Australia’s economic recovery continued to propel equity markets higher in April. Equity returns have been further bolstered...
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