Datt Capital

For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.

Three of the top four performing companies in the S&P/ASX 100 over the past year operate thermal coal mines, which points to remarkable structural imbalance in the market.

I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a black-and-white answer. It’s fair to say that ESG, or its shorthand – ethical investing – has become part of the funds management zeitgeist, aided in part by much research pointing to…

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. On the announcement, Fund Monitors noted…