Blackhill Capital

Who We Are

At Blackhill Capital, we are a dedicated team of professionals committed to providing personalized investment solutions to our clients. Founded in 1988 by Cary Schwartz, our firm is an independent Registered Investment Advisor, regulated by the U.S. Securities and Exchange Commission (SEC) and the Investment Advisors Act of 1940. Our mission is to offer an exceptional, highly personalized level of client service and a tailored, individualized investment approach.

Investment Philosophy

Our investment philosophy is deeply rooted in the value-based investment strategy, which focuses on long-term capital appreciation. We identify large capitalization companies that are well-managed and shareholder-oriented, and strive to create a portfolio of global franchises tailored to each client's appetite for risk, individual requirements, and investment goals. We believe that a successful value-based investment strategy requires both returns and long-term wealth preservation.

OurServices

At Blackhill Capital, we offer a comprehensive range of investment services designed to meet the unique needs of our clients. We focus on after-tax, long-term capital appreciation, and our investment approach is guided by the principles of patience, perseverance, vigilance, integrity, and a healthy dose of skepticism. Our highly personalized practice allows us to tailor each investment portfolio based on the client's individual goals, requirements, and objectives.

Independent Fiduciary

As an independent fiduciary, Blackhill Capital is committed to putting our clients' best interests first and acting with prudence. We adhere to the Fiduciary Standard, which emphasizes the importance of transparency, honesty, and trust. We believe that our role as an independent fiduciary is to act objectively on behalf of our clients and diligently practice the five core principles of the Fiduciary Standard.

Investment Approach

Our investment approach is guided by a disciplined and vigilant mindset, focusing on long-term wealth preservation and after-tax, long-term capital appreciation. We benchmark the performance of our clients' individual investment accounts and composite investment accounts against major stock indices, including the Dow Jones Industrial Average, S&P 500 Stock Index, Russell 2000 Stock Index, and NASDAQ Composite Index.

Returns

Blackhill Capital is committed to delivering exceptional portfolio performance, driven by both returns and long-term wealth preservation. We carefully consider each investment opportunity and strive to create a portfolio that meets the unique needs and goals of each client.

Wealth Preservation

At Blackhill Capital, we are acutely focused on long-term wealth preservation for our clients, including high net worth individuals, multi-generational family groups, and charitable foundations. Our value investing strategy seeks to identify global franchises that are perceived to be undervalued by the market, and we maintain a disciplined investment approach that seeks to minimize turnover, transaction costs, and taxes.

Principles

Our investment decisions are guided by the following principles:

• Patience: We believe in the importance of taking a long-term perspective, focusing on long-term wealth preservation and after-tax, long-term capital appreciation.
• Perseverance: We are committed to steady, unwavering progress, patiently waiting for opportunities to present themselves.
• Vigilance: We remain vigilant, constantly monitoring market trends and adjusting our investment approach as necessary.
• Integrity: We are committed to transparency, honesty, and trust, ensuring that our actions are guided by the highest ethical standards.
• Flexibility: We are willing to adapt our investment approach to changing market conditions, seeking to create a portfolio that meets the unique needs of each client.

Conclusion

At Blackhill Capital, we are committed to providing exceptional investment solutions to our clients. Our value-based investment strategy focuses on long-term capital appreciation, and we prioritize long-term wealth preservation. We believe that a successful value-based investment strategy requires both returns and long-term wealth preservation, and we strive to create a portfolio that meets the unique needs and goals of each client.