Stock specific risks can create tremendous opportunities

Thursday, September 12 2019

In this video DNR Capital’s CIO Jamie Nicol discusses: What’s driving market behaviour at the moment The valuation risk associated with paying high prices for earnings certainty and growth James Hardie Industries as an investment highlight Lendlease and the opportunity its development pipeline presents.

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Nanosonics post reporting season update

Thursday, September 12 2019

DNR Capital Portfolio Manager Sam Twidale last discussed Nanosonics back in April 2019. Since that time the share price has rallied strongly from the mid $4 level back in April to touching $7 since reporting in late August. The DNR Capital Australian Emerging Companies Fund currently holds an overweight position in Nanosonics. In this video, […]

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