Investment Strategies

DNR Capital offers a differentiated suite of investment strategies. Each of our strategies builds upon our core investment philosophy of long-term, high conviction, concentrated portfolios of quality companies.

All investments carry risk. While it is not possible to identify every risk relevant to your investment, further details of the risks that may affect your investment in a DNR Capital investment are included in the relevant product disclosure statement, target market determination, offer document or account opening documentation.

Australian Equities High Conviction Strategy

This is our flagship strategy, offering investors exposure to a concentrated portfolio of high quality stocks at attractive valuations. Read More
Portfolio Snapshot

Benchmark: S&P/ASX 200 Total Return Index

2.80% p.a.* outperformance since inception

Large cap

Capital growth

15-30 stocks

Inception date - October 2002

Australian Equities Socially Responsible Strategy

This strategy offers investors exposure to a concentrated portfolio of high quality, socially responsible investments at attractive valuations. Read More
Portfolio Snapshot

Benchmark: S&P/ASX 200 Total Return Index

2.77% p.a.* outperformance since inception

Large & Mid cap

Socially responsible focus

15-30 stocks

Inception date - June 2006

Australian Equities Income Strategy

This strategy delivers exposure to higher levels of tax effective income and capital growth by investing in a concentrated portfolio of large cap companies. Read More
Portfolio Snapshot

Benchmark: S&P/ASX 200 Industrials Total Return Index

1.28% p.a.* outperformance since inception

7.50% p.a. gross income yield since inception

Growing $ income over time

15-30 stocks

Inception date - December 2007

Australian Emerging Companies Strategy

This strategy focuses on delivering long-term capital growth by investing in a concentrated portfolio of quality small-cap companies. Read More
Portfolio Snapshot

Benchmark: S&P/ASX Small Ordinaries Total Return Index

7.16% p.a.* outperformance since inception

Small cap

Capital growth from smaller companies

20-45 stocks

Inception date - December 2017

*Past performance is not an indicator of future performance. No allowance has been made for taxation and fees are not taken into account.