DNR Capital Australian Emerging Companies Fund added to six leading platforms

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DNR Capital, a leading fund manager, has announced that its Australian Emerging Companies Fund is now available to financial advisers via BT Wrap, BT Panorama, Macquarie Wrap, Netwealth, HUB24, and Praemium, six leading investment and super platforms. The DNR Capital Australian Emerging Companies Fund offers investors exposure to 20-45 high quality Australian smaller companies identified through […]

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Dividend seeking retirees should not ignore fundamentals

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DNR Capital, a leading Australian equities investment manager says retirees who stood to lose up to 30% of their income under Labor’s franking policy should revisit their investment strategies, particularly in light of historic low interest rates. Labor’s failed franking policy is under review, with material changes likely (for example grandfathering provisions or cash refund caps), […]

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Tightening credit environment influences stock preferences across DNR Capital’s Australian equity funds

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Leading Australian equity investment manager, DNR Capital, has factored in a possible reduction in credit growth in determining the current positioning of its Australian equity funds including being underweight bond proxies and higher price-earnings (PE) stocks. DNR Capital Chief Investment Officer Jamie Nicol said: “There can be little doubt that we are looking at a […]

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Don’t panic – diversify away from traditional ‘franking darlings’

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Labor’s recently announced franking policy relating to cash refunds highlights the importance of capital preservation & diversification for retirees, according to DNR Capital’s portfolio manager for its Australian Equities Income Portfolio, Scott Kelly. Franking credits are designed to reduce or eliminate double taxation of dividends. They are a tax refund for shareholders of companies where tax has already been […]

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DNR Capital expands investment team with a new emerging companies offering on the way

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Leading Australian equity manager, DNR Capital, is pleased to announce the addition of Sam Twidale to its investment team.  Mr Twidale has over 14 years investment experience, having previously worked as a portfolio manager at Schroders and equity research analyst at Citigroup in London. He takes on the role of portfolio manager and will focus […]

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Seek out: ‘Growers’, ‘Compounders’, ‘Cows’ and ‘Yielders’ to build income in 2018

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Australian investors need to consider a higher allocation to Australian equities with strategies focused on sustainable and growing income generation to maximise income in 2018 and beyond according to DNR Capital portfolio manager Scott Kelly. “Despite our underweight positions in the big 4 banks and Telstra the12-month forward yield of the DNR Capital Income Portfolio is currently […]

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Three reasons why DNR Capital is optimistic on 2017/2018 financial outlook – despite mixed signals, overall economic outlook reasonably robust

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Global equity markets have reached an all-time high, but global growth is sustainable and company valuations are fair, according Australian equities manager DNR Capital. Jamie Nicol, CIO at DNR Capital says: “We are optimistic about global growth prospects after reviewing key asset classes and market trends, such as the potential for expansion of the US […]

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Retirees and investors should consider rising interest rates and inflation

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DNR Capital positions for rising interest rates and an inflationary environment, currently underweight four major banks, property and Telstra. Recent support for bonds suggests the reflation trade might have run its course. However, this is likely to be a short term bounce and bond yields have probably bottomed according to DNR Capital Portfolio Manager, Scott […]

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Markets have a touch of the ‘Castrols’: Defensives ain’t defensive!

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DNR Capital likes Macquarie, James Hardie, Seek and others with pricing power as defensives lose their shine Investment markets are at a turning point according to DNR Capital Chief Investment Officer and Director Jamie Nicol and there are some clear ramifications, particularly for self-directed investors. “Bond yields are up 80 basis points since the lows […]

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Opportunity lies in quality companies for domestic equities, says DNR Capital

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The Australian equity market continues to look relatively cheap, despite having produced positive returns for seven out of the past eight years, according to leading equity fund manager DNR Capital. “This is an extended run by historical standards and the price-earnings multiple of the market is trading towards the upper band,” says DNR Capital Chief […]

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