DNR Capital recently announced the inclusion of the DNR Capital Australian Emerging Companies Fund1, to AMP’s flagship wrap platform, MyNorth and Colonial First State’s FirstWrap platform.
The Fund has posted returns2 of 18.22%p.a. since its inception in August 2018, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 9.65%p.a.
The Fund offers investors a concentrated exposure to Australian small companies. The Fund’s investment process takes a long-term approach, identifying high quality small cap companies trading at attractive valuations. Sam Twidale and Mark Sedawie are the Portfolio Managers for the Fund, which consists of between 20 and 45 of their highest conviction ideas.
Robert White, CEO of DNR Capital adds: “We are very pleased to see this Fund added to these leading platforms, increasing its availability for financial advisers. We are now in a position to provide access to the Fund on nine different wrap platforms.
“We are seeing strong interest in this Fund and are encouraged by the support from consultants, advisers and investment platforms. DNR Capital has generated a consistent track record of outperformance in large caps over the last 18 years, and the performance of this Fund since launching has validated our reason for entering the small cap space.”
Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund says: “We back quality small cap companies because we believe they can successfully reinvest capital and achieve pricing power that allows them to grow above inflation.
“Additionally, these companies have strong balance sheets that allow them to ride out cycles, along with providing strategic optionality.
“We believe the Australian small cap sector is a particularly inefficient part of the market, providing significant opportunities to add value from applying a consistent and proven investment process. We believe our quality discipline is proving to be more relevant to this part of the market, especially as investors focus on the prospect of a strong recovery from the coronavirus pandemic combined with significant pent-up demand and rebound of the global economy over coming quarters,” notes Twidale.
For more information please visit: https://dnrcapital.com.au/financial-advisers/ec-adviser-managed-fund/
1 DNR Capital Australian Emerging Companies Fund, ARSN 627 783 957.
2 Performance is net of fees as at 30 June 2021.