DNR Capital, one of Australia’s leading equities fund managers, is pleased to announce that they have been named a finalist in the Australian Equities – Small Cap category for the 2024 Zenith Fund Awards.
The prestigious annual awards, hosted by Zenith Investment Partners, celebrates excellence in investment management across various asset classes and strategies. Recognised as a benchmark for the industry, the awards aim to uphold the highest standards in funds management, ultimately benefiting investors.
Launched in 2018, the DNR Capital Australian Emerging Companies Fund1 provides investors with access to a concentrated, long-term portfolio of high-quality, small-cap Australian listed equities. It has posted an annualised return of 13.01% since its inception in August 2018, outperforming the S&P/ASX Small Ordinaries Total Return Index by 9.62%2.
“We are honoured to be recognised by Zenith as a leading investment manager in this space. The small-cap sector is known for its inefficiencies, offering significant opportunities to add value through our rigorous, bottom-up investment approach,” said Sam Twidale, Portfolio Manager at DNR Capital.
“Our team applies DNR Capital’s disciplined investment philosophy to identify high-quality small-cap companies. We define quality as companies with strong earnings, a superior industry position, robust balance sheets, excellent management and ESG risk assessment. This, combined with a thorough valuation analysis, allows us to take advantage of market inefficiencies,” Twidale added.
The DNR Capital Australian Emerging Companies Fund has been awarded a ‘Highly Recommended’ rating by Zenith.
The winners of the 2024 awards will be announced on 18 October by Zenith Investment Partners.
