Investment strategy

The DNR Capital Australian Emerging Companies Fund offers investors exposure to a long-term, concentrated portfolio of high quality, small cap Australian listed equities.

 

 

The small cap sector is a more inefficient part of the market, providing significant opportunities to add value utilising our detailed bottom-up investment philosophy.

The Fund adopts DNR Capital’s investment philosophy, owning small-cap, quality companies. We define quality companies as those with earnings strength, superior industry position, sound balance sheet, strong management and ESG risk assessment. Our assessment of a company’s quality is overlaid with a detailed valuation assessment where we are seeking to exploit mispriced, market inefficiencies.

The Fund is long-only, “style neutral” and invests over a five year period.