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.

Continue reading...

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, […]

Continue reading...

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.

Continue reading...

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.

Continue reading...