Insights

Marcus Bogdan CIO of Blackmore Capital talks to ausbiztv on the Price Earnings (PE) dispersion between Growth stocks and Value stocks is the largest in over ...

Recent changes to the Blended & Income Portfolios Purchased Goodman Group (GMG) We have added GMG to the portfolios, following its 3Q operational update. Th...

Marcus Bogdan CIO of Blackmore Capital speaks to ausbiztv on the current valuation of the ASX 200. Valuations have become elevated again following a sharp ra...

Risk assets moved considerably higher in April supported by massive liquidity infusions by authorities and signs that the worst of the pandemic may now be be...

Marcus Bogdan CIO of Blackmore Capital speaks to Ausbiz about the shape of the recovery path from COVID-19 and stocks that are prominent in the portfolio.

Webinar Recording of Marcus Bogdan, CIO of Blackmore Capital providing an investor update on our portfolios post March 2020. Webinar Recording Link

The Blackmore Capital Blended Australian Equities Fund has been awarded a Superior - High Investment Grade rating by SQM Research. (4.25 / 5 stars) SQM defin...

Marcus Bogdan CIO of Blackmore Capital talks to Ausbiz on current share market valuations and portfolio construction.

Recent changes to the Blended & Income Portfolios Purchased Rio Tinto (RIO) We have added Rio Tinto Ltd (RIO) to the portfolios as a second resource exposu...

The Blended Australian Equity Portfolio finished the March quarter down 17.94% compared to the ASX Accumulation Index down 23.10%. Positive attribution for t...

Blackmore Captial CIO Marcus Bogdan discusses with AusBiz investing in a bear market and stocks & sectors to consider in the current environment. Interview ...

Recent changes to the Australian Equity Income Portfolio Purchased Chrous Limited (CNU) Chorus Ltd is New Zealand’s major wholesale telecommunications infra...

Recent changes to the Blackmore Capital Australian Equity Portfolios With the unprecedented dislocation of economic activity, the emphasis on earnings qualit...

It has been a watershed month for financial markets as coronavirus outbreaks have become more widespread. The disruption to global output and the reaction by...

It has been a watershed month for financial markets as coronavirus outbreaks have become more widespread. The disruption to global output and the reaction by...

Increased BHP Group (BHP), Macquarie Group (MQG), Qube Holdings (QUB) and Ramsay Health Care (RHC) As the coronavirus has become more threatening outside Chi...

• Market corrections are never pleasant experiences. Yet, this is the time when investment temperament becomes critically important. Undoubtedly, it is the i...

Blackmore Capital has been shortlised for the Money Management Australia Fund Manager of the Year Awards 2020 in the Seperately Managed Accounts - Australian...

Recent changes to the Blackmore Capital Blended Australian Equity Portfolio With equity market valuations trading at significant premiums to long-term averag...

The 12-month forward Price earnings Ratio (PE) for the ASX 200 is now greater than 18 times, notably 27% higher than the long-term average of 14.3 times. On ...