TOOLS TO REVIEW YOUR PORTFOLIO AND BUILD AN INVESTMENT STRATEGY
Our focus at Wattle Partners isn’t solely on providing financial and investment advice, but also on promoting financial literacy and improving the investment education standards in Australia.
It is for this reason we publish the Unconventional Wisdom Journal (UWJ) and website.
UWJ is focused on providing investors of all levels of experience with the tools to review their portfolio and build an investment strategy, as well as to identify new and attractive investments for the future.
A Journal of unique investor insights from Wattle Partners.
The Unconventional Wisdom Journal is packaged as a combination of hard-copy and web-based content.
The physical journal is published on a quarterly basis to assist investors with setting their own investment strategies and complemented by two ‘Thematic’ issues which address specific sectors. In recent months, we have covered Agricultural and Food investments, Technology and International investing.
The hardcopy newspaper is supported by the more short term and market focused website, which provided weekly articles including an analysis of stockbroker recommendations, updates from listed companies and interesting investment opportunities. To learn more, visit the website here.
From time to time we publish White Papers and E-books on specific subjects from the background to our investment philosophy to why shares are a better investment in property. Our most recent papers are available below:
Antipodes Funds PDS
Commsec FSG, T&C
DNR Capital PDS
ETF Securities PDS
Hub 24 PDS
Investors Mutual PDS
Janus Henderson PDS
JP Morgan PDS
Macquarie PDS, FIG, FEE
Munro Partners PDS
Orbis Funds PDS
Platinum Asset PDS
PIMCO Bond PDS
PM Capital PDS
Smarter Money PDS
Van Eck PDS
At the beginning of every relationship, we request that you complete a detailed questionnaire in order to ensure we understand what you are looking for and are in a position to assist you. We have provided both a short and long-form questionnaire below:
WHITE PAPERS & PRESENTATIONS
We have provided below a copy of recent presentations made by members of the team to various conferences, institutions, associations and charities.
We have provided below a link to Monthly Updates for our preferred managed funds: