The DNR Capital Australian Equities High Conviction Portfolio1 is now available on the Colonial First State (CFS) FirstChoice platform.
“The Portfolio has been available via CFS FirstWrap and we’re pleased to continue our strong partnership with CFS via FirstChoice,” said Chief Executive Officer, Robert White.
The Portfolio, which recently celebrated its 20th year, has produced a return of 12.38%2 per annum since its inception in 2002. It is long-only, “style neutral” and invests for the medium term.
The DNR Capital Australian Equities High Conviction Portfolio offers investors exposure to a medium-to-long-term, concentrated portfolio of high conviction, high quality stocks that offer attractive valuation. It adopts DNR Capital’s investment philosophy, of owning concentrated portfolios of quality companies.
Jamie Nicol, Chief Investment Officer, DNR Capital adds: ”We define quality companies as those with earnings strength, superior industry position, sound balance sheet, strong management and low ESG risk. Our assessment of a company’s quality is overlaid with a detailed valuation assessment where we seek to exploit mispriced, market inefficiencies.”
Celebrating more than 20 years in funds management, DNR Capital’s unwavering commitment to investing in quality companies at attractive valuations has remained unchanged since inception,
1 DNR Capital Australian Equities High Conviction Portfolio
2 Performance as at 31 December 2022. Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account.