Outlook for company dividends

Thursday, April 30 2020

Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund discusses the short term outlook for company dividends which are under pressure as a result of the COVID-19 pandemic, potential dividend safe havens together with the longer-term outlook.

Continue reading...

Near-term uncertainty has created an outstanding opportunity to buy quality small caps

Thursday, April 30 2020

Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund delves into how the near-term uncertainty has created outstanding opportunities for long term small cap investors, the recently purchased industry leaders, which are all now significant positions in the Fund; and the post-COVID-19 themes and trends featuring in our decision making.

Continue reading...