DNR Capital is pleased to announce the DNR Capital Australian Emerging Companies Fund has been nominated as a finalist in the Financial Newswire Awards for the category, Australian Equities – Small/Mid Cap.
The collaboration between Financial Newswire and SQM Research identified the top-performing Australian fund managers across 17 investment categories, based on a proprietary methodology developed by the research and ratings house.
The DNR Capital Australian Emerging Companies Fund1 has posted returns2 of 11.69%p.a. since its inception in August 2018, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 11.27%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.
Sam Twidale, says: “We believe the Australian small cap sector is a particularly inefficient part of the market, providing significant opportunities to add value from applying our consistent and proven investment process.”
“Their disciplined approach to executing our quality, long-term, high conviction, concentrated investment philosophy has delivered strong outperformance for our clients, says DNR Capital Chief Executive Officer, Robert White.
It is extremely pleasing to see further recognition for the Fund with the Morningstar Australia Award nomination earlier this year for Fund Manager of the Year – Domestic Equities – Small Caps”, Mr White continued.
Learn more about the DNR Capital Australian Emerging Companies Fund.
Award winners will be announced on 20 September at the awards dinner at Doltone House, Hyde Park in Sydney. For further information on the Financial Newswire Awards, please visit https://financialnewswire.com.au/funds-management/fund-manager-of-the-year-finalists-unveiled/
1 DNR Capital Australian Emerging Companies Fund, ARSN 627 783 957. APIR PIM4357AU
2 Performance is net of fees as of 30 June 2022.
IMPORTANT NOTE: This media release has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. It is general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. Whilst DNR Capital has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and you must make your own enquiries concerning the accuracy of the information within. The information in this document has been prepared for general purposes and does not take into account the investment objectives, financial situation or needs of any particular person nor does the information constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. Investment in DNR Capital Funds can only be made on completion of all the required documentation. The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL No 235150 (as part of the Perpetual Limited group of companies) is the issuer of the PDS for the Fund. An investor should obtain and read the PDS and target market determination and consider their circumstances before making any investment decision. The PDS and target market determination is available at the Fund website at www.dnrcapital.com.au/invest, or a paper copy can be obtained, free of charge, upon request by calling DNR Capital Pty Ltd (‘Manager’), the investment manager of the Fund. This material is general information only and not an investment recommendation. The Manager or The Trust Company (RE Services) Limited does not guarantee the repayment of capital from the Fund or the investment performance of the Fund. An investment in this fund is subject to investment risk including loss of some or all of an investor’s principal investment and lower than expected returns.