DNR Capital is pleased to introduce Tura Capital, a specialist global small and mid cap equity manager.
The introduction of Tura Capital enables DNR Capital to meet the growing client demand for global investment opportunities, without interrupting its focus and commitment to Australian equities.
“The Tura Capital Global Small & Mid Cap Fund1, launched in December 2023, is a new investment product designed to provide investors with a diversified exposure to high-growth developed markets worldwide. This Fund is managed by a team of experienced investment professionals each with a strong track record, and is committed to delivering quality investment outcomes,” said Robert White, Chief Executive Officer of DNR Capital.
“The Fund employs Tura Capital’s investment philosophy of identifying quality global small and mid cap companies that are well placed to deliver strong investment returns through economic cycles. With DNR Capital providing full operational support covering compliance, marketing and distribution, and investment administration, the Tura Capital investment team can focus on global investment opportunities,” White added.
Brad Partridge, Portfolio Manager at Tura Capital, noted “The Tura Capital investment process is designed to be disciplined and transparent. Our proprietary process screens the vast universe of global small and mid-cap companies for quality characteristics. We then conduct fundamental research to identify the highest quality opportunities, resulting in a concentrated portfolio of typically 25 to 45 high-quality companies trading at reasonable valuations.”
In conjunction with this launch, DNR Capital is excited to announce the appointment of Oliver Attwater as Tura Capital Portfolio Manager, who will co-manage the fund alongside Brad Partridge.
Attwater, who has relocated from the UK to join the Tura Capital team in Sydney, brings extensive experience in managing global equities portfolios. Most recently, he was jointly responsible for €8.4 billion in global equities at Robeco.
“We are delighted to have someone of Oliver’s experience and calibre join the team. Prior to his time at Robeco, he was Head of Equities and Lead Portfolio Manager at British Airways Pensions overseeing a $US2 billion mid-large cap US equity portfolio,” Partridge said.
White added “This hire underpins our focus on building a high-calibre team at Tura Capital. Oliver will work with Brad, who joined us in 2022, to enhance our capabilities and provide our clients with the quality investment solutions they demand.”
“I am excited to be taking on this role and look forward to working with the team at Tura Capital to continue building on the strong foundations of the global equities capability,” Attwater said. “Global equities continue to offer investment opportunities for growth and innovation. I am eager to contribute to Tura Capital’s vision and help deliver exceptional value to our clients and investors.”
Learn more about Tura Capital and the Tura Capital Global Small & Mid Cap Fund today.
1Tura Capital Global Small & Mid Cap Fund, ARSN 667 101 635. APIR: PIM6047AU.
IMPORTANT NOTE: This media release has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. It is general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. 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 the investment objectives, financial situation or needs of any particular person nor does the information constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. Investment in the Tura Capital Global Small and Mid Cap Fund can only be made on completion of all the required documentation. The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL No 235150 (as part of the Perpetual Limited group of companies) is the issuer of the PDS for the Fund. An investor should obtain and read the PDS and consider their circumstances before making any investment decision. The PDS and the Funds Target Market Determination (TMD) is available at the Fund website at www.turacapital.com.au/investor-centre, or a paper copy can be obtained, free of charge, upon request by calling DNR Capital Pty Ltd. This material is general information only and not an investment recommendation. The investment manager or The Trust Company (RE Services) Limited does not guarantee the repayment of capital from the Fund or the investment performance of the Fund. An investment in this fund is subject to investment risk including loss of some or all of an investor’s principal investment and lower than expected returns.