The DNR Capital Australian Equities High Conviction Fund[1] is this year’s Lonsec Australian Active Equity Fund of the Year.
The Fund was recognised by Lonsec for the seasoned portfolio management team, its experienced and strongly aligned investment team and clearly articulated and robust investment approach which has been consistently applied by the team to produce strong performance outcomes for investors across a market cycle
DNR Capital’s Chief Executive Officer, Robert White says: “We are proud and honoured to be recognised by Lonsec for our flagship Fund which boasts a long track record of delivering outperformance[2] through multiple market cycles.
“We are also pleased to announce that all DNR Capital Australian equity large cap strategies and funds are ‘Highly Recommended’ by Lonsec.”
The DNR Capital Australian Equities High Conviction Fund offers investors exposure to a medium-to-long-term, concentrated portfolio of high conviction, high quality stocks that offer attractive valuation.
The Fund adopts DNR Capital’s investment philosophy, of owning concentrated portfolios of quality companies.
Jamie Nicol, Chief Investment Officer, DNR Capital adds: ”We define quality companies as those with earnings strength, superior industry position, sound balance sheet, strong management and low ESG risk. Our assessment of a company’s quality is overlaid with a detailed valuation assessment where we are seeking to exploit mispriced, market inefficiencies.”
The Fund has produced a return of 8.89%2 per annum since its inception in 2015. It is long-only, “style neutral” and invests over a period of three-to-five years.
DNR Capital is also the recent the winner of Australian Equities IMAP Managed Account Award 2022.
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