Stock story: Freedom Foods

Friday, June 21 2019

Sam Twidale PM of the Emerging Companies Fund, on how DNR Capital uncovered the value in Freedom Foods Group, a company transforming into a leading nutritional ingredients producer: Watch now.

Yesterday’s market heroes

Friday, June 21 2019

DNR Capital’s Chief Investment Officer Jamie Nicol talks about finding value in ‘yesterday’s heroes’.
Learn about how the DNR Capital philosophy and process led us to Aristocrat Leisure and why it meets our quality overlay. Watch Now.

Talking income, banks, Telstra, Woolworths & new opportunities

Friday, June 21 2019

The water has been declared safe for income investors, but risk exists for those who ignore fundamentals. Scott Kelly talks income, the banks and alternative opportunities. Stock specific mentions: Banks, Telstra, Woolworths

Identifying quality small cap stocks

Thursday, May 02 2019

Sam Twidale, Portfolio Manager for DNR Capital’s Australian Emerging Companies Fund, speaks about how he identifies quality small cap stocks despite volatile trading conditions.

What the bond yield is signalling for equity markets

Tuesday, April 16 2019

Jamie Nicol, CIO and Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and portfolio, provides his thoughts on global bond yields and what they are telling us about equity markets at the moment.