Small caps continue to shine, will stay attractive for investors in post COVID-19 world

From

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. The DNR Capital Australian Emerging Companies Fund increased 21.11% (net of fees) in April, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 6.84%, which increased 14.27%. This came after the Fund […]

continue reading

Dividends under pressure but expected to recover post COVID-19

From

The COVID-19 global pandemic has rapidly evolved into the unexpected and far-reaching shutdown of large parts of the global economy, sharply reducing short-term demand for goods and services, as well as disrupting manufacturing and supply chains. Scott Kelly, portfolio manager at DNR Capital, a leading equities investment manager says: “Over half of ASX200 companies have […]

continue reading

Equity markets can survive this crisis

From

The market has reacted sharply over the past week as news of COVID-19 continues to dominate. The policy response has been to encourage social distancing to slow the pace of contagion. However, this clearly has a very negative impact on a range of industries (tourism, restaurants etc.) especially small business and on the economy. Concerns […]

continue reading

DNR Capital expands distribution team with a new Regional Manager – NSW and QLD

From

DNR Capital expands distribution team with a new Regional Manager – NSW and QLD Australian equity manager DNR Capital has expanded its team with the appointment of Robert Coates to its wholesale distribution team as Regional Manager – New South Wales and Queensland. He joins DNR Capital from Pengana Capital where he was responsible for […]

continue reading

DNR Capital Australian Emerging Companies Fund added to six leading platforms

From

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 […]

continue reading

Dividend seeking retirees should not ignore fundamentals

From

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), […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading