Commodities take the lead: DNR Capital’s strategic pivot
Moving away from high-growth sectors such as technology and software, the Australian Emerging Companies Fund is now focused on commodities investment and capital‑intensive industries.
Tag: DNR Capital
DNR Capital continues stellar run with third consecutive domestic equities win
Despite a proliferation of providers entering what is an already crowded market, DNR Capital has managed to pull of an impressive run in the Australian Equities SMA space.
Pressures mount as Wesfarmers, CBA deliver bumper earnings
A higher net interest margin drove a 10 per cent increase in CBA’s net profit after tax, while Wesfarmers benefited from a strong performance by Kmart Group and the chemicals division. But with much of the upside for these companies already priced in, investors should be clear about valuations before buying in.
Smaller company sell-off offers opportunity – Twidale
The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer and looks like...
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DNR adds SkyCity and Scentre
Australian equities fund manager, DNR Capital, which is managed and led by chief investment officer Jamie Nicol and Portfolio Manager Scott Kelly, says the local market "continues to enjoy a...
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DNR Capital: “Quality companies poised to win”
Market risks appear more balanced, quality companies poised to win market share.
Small caps to remain attractive for investors
Following the March equity market correction due to the COVID-19 pandemic, global equity markets rebounded sharply in April, with the small cap sector outperforming. Although the short-term outlook remains uncertain,...
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Assessing the impact on Australian small caps
The COVID-19 global pandemic is unfolding quite differently to all other major market events seen through history. Governments globally are facing a delicate balancing act between trying to minimise the health impact of the virus, whilst managing the severe disruption to their economies. The sudden and sharp shock facing the global economy appears without precedence.