Skepticism:
the mark and
even the pose
of the educated
mind
–John Dewey
Firm
Blackhill Capital is an independent Registered Investment Advisor. Founded by Cary Schwartz in 1988, the firm serves the needs of high net worth individuals and families, multi-generational family groups, and charitable foundations. Clients are located throughout the United States and Europe. The firm manages investments for a wide variety of trust account structures, family partnerships, private foundations and corporations.
Blackhill Capital is distinct from its peers, acutely aware that a successful value-based investment strategy encompasses both returns and long-term wealth preservation.
Blackhill Capital is distinct from its peers, acutely aware that a successful value-based investment strategy encompasses both returns and long-term wealth preservation.
Mission
The Blackhill Capital mission is to offer an exceptional, highly personalized level of client service and a tailored, individualized investment approach. Investment decisions are guided by our principles of patience, perseverance, vigilance, integrity, flexibility, and a healthy dose of skepticism.
In addition to our commitment to keep portfolio turnover, transaction costs and taxes low, the leadership of Blackhill Capital is distinguished by its highly disciplined approach to investment management.
In addition to our commitment to keep portfolio turnover, transaction costs and taxes low, the leadership of Blackhill Capital is distinguished by its highly disciplined approach to investment management.
Philosophy
Blackhill Capital’s principal investment focus on after-tax, long-term capital appreciation is the foundation of a value-based investment strategy which identifies large capitalization companies that are well-managed and shareholder-oriented.
Blackhill Capital's circle of competence lends itself to investing in a portfolio of global franchises tailored to clients’ appetites for risk, their individual requirements and investment goals.
In these complex times, the philosophy of Blackhill Capital remains focused and simple.
Blackhill Capital's circle of competence lends itself to investing in a portfolio of global franchises tailored to clients’ appetites for risk, their individual requirements and investment goals.
In these complex times, the philosophy of Blackhill Capital remains focused and simple.