Why Watermark is short Australian healthcare stocks

In this article, published in the Australian Financial Review on the 31st of May 2016, Nick Cameron discusses the significant valuation gap that has emerged between healthcare stocks listed on the ASX, and those listed offshore. With an investment mandate that allows for investment in …

Market Neutral Trust ‘Recommended’ by Zenith Investment Partners

Zenith Investment Partners have awarded a ‘recommended’ rating for the Watermark Market Neutral Trust. Zenith are a leading research house with comprehensive coverage of the Australian hedge fund sector. Having recently completed their Market Neutral Sector Review, Zenith commended Watermark for consistency in the application …

AFR Feature on Justin Braitling – Diversification is no protection

In this article by Debra Cleveland of the Australian Financial Review, Justin Braitling discusses his thoughts on the outlook for global share markets, his best and worst investments over a 25 year career in financial markets and the personal pursuits that provide the counter-balance to …

Where to look in a low growth environment

Justin Braitling speaks with Livewire Markets about what he believes to be the single most important indicator of company health in the current environment. Article Here …

Will there be a turning point for commodities?

Tom Richardson talks to Livewire Markets about the outlook for a range of commodity markets and discusses the potential catalysts for a turn around in the much maligned resources sector. …