The long game in small caps

Thursday, September 23 2021

Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, Sam Twidale discusses the importance of looking past the short term noise in the market and focussing on the long term.

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Reporting season wrap

Tuesday, September 21 2021

DNR Capital’s Chief Investment Officer, Jamie Nicol gives his wrap up of the recent reporting season and discusses a few stocks, where trusting in our proven investment process is more important than ever.

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A focus on the unloved sectors

Wednesday, September 15 2021

Portfolio Manager for the DNR Capital Australian Equities Income Strategy and Fund, Scott Kelly, takes a look at the recent reporting season and focuses on some sectors that are proving attractive for income equities.

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Cycles of acquisition and divestment

Monday, September 13 2021

Cycles of acquisition and divestment are a feature of well-functioning economies. Square Inc’s recently proposed $40 billion takeover of Afterpay punctuates an M&A cycle in full swing, with Australia positioned as a target rich environment for strategic and financial suitors.

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