DNR Capital, a leading equities investment manager, is the proud winner of the Money Management Australia Fund Manager Award for the Australian Equities SMA 2020 for its high performing Australian Equities High Conviction SMA.

This is the second time DNR Capital has been awarded as the best manager in this category, after winning the title in 2017.

The Australian Equities High Conviction Portfolio has an investment style best described as ‘style neutral’. The security selection process has a strong bottom-up discipline and focuses on buying quality businesses at reasonable prices. The portfolio is actively managed with a quality focus, using a five point ‘quality web’. The key company criteria include industry positioning, earnings strength, balance sheet strength, management, and environmental, social and governance (ESG).

DNR Capital CEO Robert White said: “DNR Capital’s leadership in the Separately Managed Account (SMA) space has been reaffirmed by this leading industry award.

“DNR Capital has been a pioneer in the advocacy and implementation of direct mandate solutions for investors for more than 18 years. Strong investment performance history, openness and transparency and a quality investment team have been the hallmarks of the DNR Capital SMA offering since inception.”

He added: “Credit for this award goes to our highly experienced and professional investment team led by Chief Investment Officer and Director Jamie Nicol and Portfolio Manager Scott Bender, with a constant focus on positioning and delivering quality outcomes for clients.

Australian Equities High Conviction Portfolio overview

  • Investment bias: Style neutral with a quality focus
  • Benchmark: S&P/ASX 200 Accumulation Index
  • Investment objective: To outperform the S&P/ASX 200 Accumulation Index by 4% p.a. over a rolling three-year period
  • Investable universe: ASX listed securities with a focus on the S&P/ASX 200
  • Number of stocks: 15–30
  • Asset allocation: Australian equities 80%–100%, Cash 0%–20%
  • Portfolio stock limit: 15% maximum weighting
  • Investment timeframe: 3–5 years
  • Portfolio managers: Jamie Nicol (Chief Investment Officer), Scott Bender (Portfolio Manager)

About DNR Capital

Founded in 2001, DNR Capital is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors. DNR Capital is a signatory to the Principles for Responsible Investment (PRI).

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IMPORTANT NOTE: The information relating to DNR Capital has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. 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 your particular investment objectives, financial situation or needs, nor does it constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. DNR Capital will not be responsible or liable to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance.