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.

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 Accumulation Index

3.52% 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 Accumulation Index

3.74% 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 Accumulation Index

2.58% p.a.* outperformance since inception

6.93% 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: ASX/S&P Small Ordinaries Accumulation Index

16.12% 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.