Press Release
Sydney, 14 December 2021 – Foresight Analytics assigns STRONG rating to Blackmore Capital Blended Australian Equities Strategy
Foresight Analytics has completed a ratings assessment of the Blackmore Capital Blended Australian Equities Portfolio (the Fund). The Fund has been assigned a STRONG rating and a Foresight Complexity Indicator of SIMPLE. The Blackmore Capital Blended Australian Equities Portfolio is managed by Blackmore Capital, a boutique, fundamental, long-only Australian equity investment manager based in Melbourne, Australia.
The investment rating of STRONG is the third highest rating on the scale used by Foresight Analytics and reflects a strong level of confidence that the Fund can deliver a risk-adjusted return in line with its investment objectives. Coupled with a Foresight Complexity Indicator of SIMPLE, indicating that the Fund has a relative return objective and that its assets are liquid, the Fund is considered a simple financial product.
The Fund’s investment methodology is centred on identifying quality companies operating in strong industries and led by proven management. The Portfolio is relatively concentrated and is biased towards quality and mid to large caps. It is intentionally built to blend diverse sources of risk and return and provide resilience in down markets.
Historically, the Portfolio tends to outperform the index in stable and down markets (higher returns, lower drawdowns, and lower volatility). However, as an outcome of the structure of the portfolio (quality focus, concentrated, low turnover, lower Beta, and long-term investment horizon) it may perform less well in strongly volatile or bull markets.
Over the full market cycle, the Fund has consistently provided a solid outcome, despite slightly underperforming the benchmark for one and three years based on the latest performance data from September 2021.
Foresight Analytics’ analyst, Maggie Callinan, says “the Fund’s investment strategy is sound and aligned with the Manager’s objectives, resources, and competencies”. She added, “the underlying philosophy employed by the Manager relies on discerning judgement and investment in quality companies, and their highly experienced team lends confidence to this approach”.
The research report is available from Foresight 360.
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Media Contact – Foresight Analytics
Maggie Callinan, Analyst
maggie@foresight-analytics.com
02 8883 1369
About Foresight Analytics
Foresight Analytics, an independent Sydney based firm, provides investment diligence, data analytics, and advisory solutions to leading investment management companies, superannuation funds and wealth groups across the Asia Pacific. Foresight’s innovative, evidence-based approach blends both human and forensic insights to provide a range of analytical, predictive and market intelligence solutions to investors. Foresight Analytics was founded in 2015 by Jay Kumar, a former executive of Morningstar, Optimix Investment Management, ANZ Wealth & Private Bank and the Reserve Bank of Fiji.
Foresight’s fiduciary solutions include Diligence Services (ESG Diligence, Risk Diligence), Data Analytics and Portfolio Allocation Advice. Foresight’s fund strategy solutions include Data Analytics for asset managers, Fund Strategy Benchmarking Solutions and Strategic Research.
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