Near-term uncertainty has created an outstanding opportunity to buy quality small caps

Thursday, April 30 2020

Sam Twidale,  Portfolio Manager for the DNR Capital Australian Emerging Companies Fund delves into how the near-term uncertainty has created outstanding opportunities for long term small cap investors, the recently purchased industry leaders, which are all now significant positions in the Fund; and the post-COVID-19 themes and trends featuring in our decision making.

IMPORTANT NOTE: This information 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. Total returns shown are based on DNR Capital’s model portfolio and have been calculated before taking DNR Capital’s fees into account. No allowance has been made for taxation.
Print this article