Insights

We look forward to working with Peter Switzer and the team at Switzer Financial Group and Contango Asset Management Limited (ASX:CGA)....

Equity markets made it to the end of the first quarter of 2021 demonstrating bulletproof resilience. The opening months of the year have...

SBS Finance Editor Ricardo Gonçalves speaks with Marcus Bogdan, Chief Investment Officer at Blackmore Capital about how Australia's...

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

Marcus Bogdan, CIO of Blackmore Capital discusses the COVID recovery thematic. Blackmore has a bias to quality and a bias to value over...

Blackmore Capital are delighted to be shortlisted for the Money Management Australia Fund Manager of the Year 2021 in the SMA Australian...

Marcus Bogdan CIO of Blackmore Capital discusses Brambles (BXB), CSL Limited (CSL), and Waypoint (WPR) which have delivered dependable...

Marcus Bogdan CIO of Blackmore Capital discusses key themes in the current earnings season, including today’s results of Qube (QUB) and...

A focused strategy - Blackmore Capital is singularly focused on executing one strategy, namely as a long only investor in the Australian...

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

Blackmore Capital CIO Marcus Bogdan discusses the current reporting season and 2021 outlook including comments on Telstra, Amcor,...

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

The Australian economy is rebounding much quicker than expected. Australia’s success in suppressing COVID-19 has resulted in materially...

Marcus Bogdan, CIO of Blackmore Capital discusses valuations & earnings + dividend growth in the forthcoming 1H21 earnings season plus...

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

The ASX 200 total return of 1.4% for 2020 belies a sense of resolute calmness. For 2020 the Blended Australian Equity Portfolio returned...

Marcus Bogdan, CIO of Blackmore Capital goes INDepth with James Dunn from The Inside Network about the 'Importance of Process and...

What is the most disruptive company in your portfolio?

What is the most powerful investment theme in the next decade?

What are the key contributors to your outperformance?