WE START WITH THE FOOTNOTES
Building and preserving wealth demands an investment strategy that is focused, long-term and savvy. With a principal investment focus on after-tax, long-term capital appreciation, Blackhill Capital adheres to a value-based investment strategy that identifies large capitalization, global companies that are well-managed and shareholder-oriented.
Whether investing for an individual or across generations, Blackhill Capital strives to astutely manage client investments to accommodate individual goals and provide adequate liquidity to capitalize on opportunities should they arise.
PATIENCE • PERSEVERANCE • VIGILANCE
Knowing that clients may require liquidity for opportunities that present themselves and have a multitude of commitments such as charitable contributions, required foundation distributions or inter-family gifts, Blackhill Capital is vigilant and flexible in its investment approach.
Blackhill Capital is guided by the understanding that exceptional portfolio performance is driven by both returns and long-term wealth preservation. Our highly personalized practice allows us to tailor each investment portfolio based on the client's individual goals, requirements and objectives.
FOCUS
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SIMPLICITY
That's been one of my mantras – focus and simplicity. Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple.
But it's worth it in the end because once you get there, you can move mountains.
–Steve Jobs
RETURNS
Blackhill Capital benchmarks the performance of client Individual Investment Accounts and Composite Investment Accounts against major stock indices, including:
• Dow Jones Industrial Average
• S&P 500 Stock Index
• Russell 2000 Stock Index
• NASDAQ Composite Index
Cary regularly reviews portfolio investment performance and outlines strategic recommendations.
WEALTH PRESERVATION
Blackhill Capital is acutely focused on long-term wealth preservation for its clients–high net worth individuals, multi-generational family groups and charitable foundations.
This focus underpins the firm’s value investing strategy which seeks to identify global franchises Blackhill Capital perceives to be undervalued by the market. The investment philosophy is combined with a disciplined investment approach which seeks to maintain low:
• turnover,
• transaction costs, and
• taxes.
Clients of Blackhill Capital are viewed holistically, and investments are carefully considered and tailored to their individual needs. Patient yet vigilant, Blackhill Capital's investment strategy is guided by intellectual integrity and a healthy dose of skepticism.