The Tura Capital Global Small & Mid Cap Fund is a global investment product designed to provide investors with a diversified exposure to high growth companies in developed markets worldwide. It invests in a concentrated portfolio of between 25 to 45 stocks that the manager believes have reasonable valuations and can compound returns.

“We are delighted that Lonsec has recognised the ‘robust investment process’ of our team that manages the Tura Capital Global Small & Mid Cap Fund – Brad Partridge and Oliver Attwater.” Robert White, Chief Executive Officer of Tura Capital’s parent company, DNR Capital.

Brad Partridge joined Tura Capital in 2022 following 15 years as a Portfolio Manager at Macquarie Asset Management. Oliver Attwater jointly manages the specialist capability, after relocating from Robeco in Rotterdam, where he jointly managed an €8.4 billion fundamental all-cap global equities strategy. Tura Capital comprises a dedicated team of four global equity investment professionals.

The Fund employs Tura Capital’s investment philosophy of identifying quality global small and mid cap companies that are well placed to deliver strong investment returns through economic cycles.

Lonsec sighted a clearly articulated investment philosophy supported by a robust investment process; a total fee load below the peer median; and the support of parent DNR Capital as strengths of the Fund.

“The Fund’s track record is still being developed; however the investment process is closely aligned with the manager’s investment philosophy, and likely to produce a portfolio with characteristics fitting the expected profile of a small and mid cap, quality at a reasonable price (QARP) strategy,” Lonsec said in its report.

“Lonsec has recognised the rigorous investment process we use to manage the Fund, which is designed to be disciplined and transparent. Our proprietary process screens the vast universe of global small and mid cap companies for quality characteristics. We then conduct detailed fundamental research to identify the highest quality opportunities, resulting in a concentrated but diversified portfolio of typically 25 to 45 high-quality companies trading at reasonable valuations,” portfolio manager Brad Partridge said.

“This rating will help raise the awareness of the alpha opportunity available in global small and mid cap companies and Tura Capital’s quality-focused investment approach,” Partridge added.

The Fund has a management fee of 0.98% per annum and a performance fee of 15% on excess returns, after management fees, above the Fund’s benchmark.

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The IMAP Awards, now in their 7th year, celebrate excellence among advice firms and investment providers within Australia’s managed accounts sector. DNR Capital previously claimed this award in both 2022 and 2023.

“Our dedication to providing outstanding Australian equity portfolios is bolstered by the expertise of our team of investment professionals and analysts. With over two decades of proven success, our disciplined, high-conviction approach sets us apart in the Australian investment management industry,” Robert White, Chief Executive Officer of DNR Capital, said.

“We are honoured to receive this continued recognition from our peers and the broader industry,” he said.

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Oliver Attwater

DNR Capital one of Australia’s leading equities fund managers, has announced the launch of a global small and mid-cap equity fund manager, Tura Capital.

The introduction of Tura Capital enables DNR Capital to meet the growing client demand for global investment opportunities, without interruption of its focus and commitment to Australian equities.

“The Tura Capital Global Small & Mid Cap Fund^[1], launched in December 2023, is a new investment product designed to provide investors with a diversified exposure to high growth developed markets worldwide. This Fund is managed by a team of experienced investment professionals each with a strong track record, and is committed to delivering quality investment outcomes,” said Robert White, Chief Executive Officer of DNR Capital.

“The Fund employs Tura Capital’s investment philosophy of identifying quality global small and mid cap companies that are well placed to deliver strong investment returns through economic cycles. With DNR Capital providing full operational support covering compliance, marketing and distribution, and investment administration, the Tura Capital investment team can focus on global investment opportunities,” White added.

Brad Partridge, Portfolio Manager at Tura Capital, noted “The Tura Capital investment process is designed to be disciplined and transparent. Our proprietary process screens the vast universe of global small and mid-cap companies for quality characteristics. We then conduct fundamental research to identify the highest quality opportunities, resulting in a concentrated portfolio of typically 25 to 45 high-quality companies trading at reasonable valuations.”

In conjunction with this launch, DNR Capital is excited to announce the appointment of Oliver Attwater as Tura Capital Portfolio Manager, who will co-manage the fund alongside Brad Partridge.

Attwater, who has relocated from the UK to join the Tura Capital team in Sydney, brings extensive experience in managing global equities portfolios. Most recently, he was jointly responsible for €8.4 billion in global equities at Robeco.

“We are delighted to have someone of Oliver’s experience and calibre join the team. Prior to his time at Robeco, he was Head of Equities and Lead Portfolio Manager at British Airways Pensions overseeing a $US2 billion mid-large cap US equity portfolio,” Partridge said.

White added “This hire underpins our focus on building a high-calibre team at Tura Capital. Oliver will work with Brad, who joined us in 2022, to enhance our capabilities and provide our clients with the quality investment solutions they demand.”

“I am excited to be taking on this role and look forward to working with the team at Tura Capital to continue building on the strong foundations of the global equities capability,” Attwater said. “Global equities continue to offer investment opportunities for growth and innovation. I am eager to contribute to Tura Capital’s vision and help deliver exceptional value to our clients and investors.”

The Fund has posted a return of 9.53% since its inception in December 2023, outperforming the MSCI World SMID Total Return Index by 1.42%.^[2]

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Notes:
[1] Tura Capital Global Small & Mid Cap Fund, ARSN 667 101 635. APIR: PIM6047AU
[2] Performance is net of fees as of 30 June 2024. Past performance is not indicative of future performance.

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Edwina Maloney

North, one of Australia’s leading wrap investment platforms, continues to expand its investment menu with the addition of seven actively managed portfolios to the platform.

North’s broader menu has also grown this year with the addition of 44 new managed funds, as AMP continues to invest in choice and optionality for advisers.

The last 12 months has seen growing demand from advisers for more choice in ESG options on North, providing their clients with flexibility when it comes to selecting responsible investment options.

Responding to adviser demand, North is pleased to welcome the addition of DNR Capital’s Australian Equities Socially Responsible Portfolio to the platform.

The portfolio offers concentrated exposure to high quality large and mid-cap Australian listed equities.

It is designed for investors who seek an actively managed Australian equities portfolio that adopts a negative screening strategy, combined with an ESG ratings assessment, ESG integration and company engagement.

DNR Capital’s Socially Responsible Portfolio has been certified by the Responsible Investment Association Australasia (RIAA) in accordance with the strict guidelines of its Responsible Investment Certification Program.

Medalist Core Range now available on North

North continues to invest in enhancing the breadth and flexibility of its investment menu, with a total of 111 high-quality managed portfolios now on offer across multiple asset classes and investment strategies.

Joining the investment menu this month are six actively managed portfolios from Morningstar’s Medalist Core range, made up of Morningstar Medalist rated managed funds and exchange traded funds (ETFs).

Morningstar’s portfolios use a combination of active and passive strategies ensuring clients have a robust, research-led investment solution. The suite is available to advisers across various investment horizons and a broad set of risk profiles, ranging from Conservative to All Growth.

Flexibility and choice a priority for advisers

North has improved its year-on-year satisfaction and has been able to create a highly competitive position among managed account users seeking both choice and flexibility, according to research from independent consultant NMG.

Among managed account users, the research found AMP’s North platform rated well on relationships, with managed account advisers viewing it as a “market leader”.

North’s Research Choice managed accounts range has just been awarded a 4 star ‘Superior’ rating from external rating agency SQM, underlining both the meaningful historical performance and high calibre management of the range.

The North platform was also recently awarded Chant West’s 5 Apples Highly Recommended Platform Rating for MyNorth for 2023, the highest available from the independent research house.

For more information about North’s new features and its expanded investment menu, please see our Investment Options page here or visit https://www.northonline.com.au/adviser/investment-options

AMP Group Executive, Platforms, Edwina Maloney, said: “AMP continues to invest in strengthening its managed account functionality and its multi-asset group capability, with strong ratings compared to our peers.”

“The addition of ESG and multi-asset portfolios from DNR Capital and Morningstar reflect the feedback we’ve received from advisers on what matters most to them and their clients, with North now having 111 high-quality managed portfolios available.”

“We are continuing to expand North’s investment menu to give advisers the very best in range, flexibility and seamless on-platform experience.”

Morningstar Director of Research Products, Australia and New Zealand, Rick Di Cristoforo said: “Morningstar is excited to have our Medalist Core portfolios be added to the North platform. The Medalist portfolios are a marrying of our extensive Research and Investment capabilities.”

“We are pleased that advisers who seek to provide an implementation of our quality fund research and asset allocation within the well-regarded North platform will have access to this offering”.

DNR Capital, Chief Executive Officer, Robert White said: “We’ve had a long affiliation with AMP, already having a number of our products available via the North platform and we’re pleased to continue our strong partnership with them.”

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Robert White

DNR Capital, a leading Australian equities investment manager, has received further recognition for its strong investment outcomes with new award nominations from the industry.

These nominations come off the back of winning the Lonsec ‘Australian Large Cap Equity Fund of the Year’ award for its DNR Capital Australian Equities High Conviction Portfolio,

They have been named a finalist in the Australian Equities category for the 2023 IMAP Managed Accounts Awards, with the winners to be announced on 24 August. The IMAP Awards recognise quality participation in the development and growth of managed account portfolios. DNR Capital was the winner of this award in 2022.

The DNR Capital Australian Equities High Conviction Portfolio has also been nominated by SQM Research for the ‘Australian Equities -Large Cap’ category as part of the Fund Manager of the Year Awards. The awards will be announced on 14 September.

DNR Capital’s Chief Executive Officer, Robert White said “We continue to focus on providing the highest quality of Australian equity portfolios to the market, backed by our strong team of investment experts and analysts. Our track record of over 20 years is a testament to the disciplined, high conviction approach across all of our portfolios.

“We are honoured to receive ongoing recognition from our peers and the industry, and we look forward to the award results over the next few weeks,” said White.

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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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[1] DNR Capital Australian Equities High Conviction Fund, APIR code: PIM0028AU
[2] Performance as at 30 September 2022. Past performance is not an indication of future performance. Total return shown for the DNR Capital Australian Equities High Conviction Fund has been calculated using exit prices after taking into account all of the product’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for entry/exit fees or taxation.

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Brad Partridge

One of Australia’s leading equities fund managers DNR Capital is pleased to announce the appointment of Brad Partridge to lead the development of a dedicated global equity capability.

Partridge has extensive investment management experience, having previously spent more than 20 years at Macquarie Group, most recently as Portfolio Manager for Macquarie Asset Management.

“We are looking to complement and build on the successful investment philosophy and process of the DNR Capital Australian equities strategies,” said DNR Capital’s Chief Investment Officer, Jamie Nicol.

“The addition of Brad to the investment team provides a dedicated Portfolio Manager to focus solely on the new global offering, which will allow our dedicated Australian equites team to continue providing our clients with quality investment solutions in the Australian equities space”, added Nicol.

“Brad has a unique ability to add value for investors through multiple cycles, and we look forward to seeing him build on this success at DNR Capital,” said DNR Capital’s Chief Executive Officer, Robert White.

“This is an extremely exciting opportunity for me and I am thrilled to join the DNR Capital team and be part of this new and exciting expansion into global equities,” said Partridge.

Once settled in, Partridge will work on resourcing the global equities investment team with additional recruitment planned in the short term.

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The Fund has posted returns^[2] of 18.22%p.a. since its inception in August 2018, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 9.65%p.a.

The Fund offers investors a concentrated exposure to Australian small companies. The Fund’s investment process takes a long-term approach, identifying high quality small cap companies trading at attractive valuations. Sam Twidale and Mark Sedawie are the Portfolio Managers for the Fund, which consists of between 20 and 45 of their highest conviction ideas.

Robert White, CEO of DNR Capital adds: “We are very pleased to see this Fund added to these leading platforms, increasing its availability for financial advisers. We are now in a position to provide access to the Fund on nine different wrap platforms.

“We are seeing strong interest in this Fund and are encouraged by the support from consultants, advisers and investment platforms. DNR Capital has generated a consistent track record of outperformance in large caps over the last 18 years, and the performance of this Fund since launching has validated our reason for entering the small cap space.”

Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund says: “We back quality small cap companies because we believe they can successfully reinvest capital and achieve pricing power that allows them to grow above inflation.

“Additionally, these companies have strong balance sheets that allow them to ride out cycles, along with providing strategic optionality.

“We believe the Australian small cap sector is a particularly inefficient part of the market, providing significant opportunities to add value from applying a consistent and proven investment process. We believe our quality discipline is proving to be more relevant to this part of the market, especially as investors focus on the prospect of a strong recovery from the coronavirus pandemic combined with significant pent-up demand and rebound of the global economy over coming quarters,” notes Twidale.

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[1] DNR Capital Australian Emerging Companies Fund, ARSN 627 783 957.
[2] Performance is net of fees as at 30 June 2021.

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Jamie Nicol

Leading Australian equities investment manager, DNR Capital, announced that the newly launched DNR Capital Australian Equities Income Fund is now available to financial advisers via three leading investment platforms – Macquarie Wrap, Netwealth and HUB24.

The Fund, which is managed and led by Chief Investment Officer, Jamie Nicol and Portfolio Manager Scott Kelly, under the same investment guidelines as the underlying strategy, the Australian Equities Income Portfolio, seeks to provide income seeking investors with a growing dollar income which is becoming more important in the current low interest rate environment.

The Fund holds a portfolio of quality Australian companies and its aim is to provide sustainable and growing dividends over time. It has generated strong performance since its inception in March 2020 to 30 September 2020, having outperformed the S&P/ASX 200 Industrials Accumulation Index by 7.78%^[1].

Robert White, DNR Capital Chief Executive Officer said: “We are very pleased to see the increased interest in this Fund by financial advisers. The Fund was launched to provide a broader group of investors access to our investment capabilities and the inclusion on these key platforms certainly achieves that objective.”

“We expect the appeal for this Fund to grow in the current economic environment. A high conviction Fund, focused on sustainable and growing income generation, will increase the compound total return over time and will no doubt be attractive to retiree investors,” added Portfolio Manager Scott Kelly.

Lonsec Research awarded its highest rating – ‘Highly Recommended’ – to the DNR Capital Australian Equities Income Fund.

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[1] Outperformance as at 30 September 2020 since inception of 11 March 2020.

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With more than 15 years’ experience across investment and finance sectors, she joins DNR Capital from Trilogy Funds, where she was the head of marketing. Prior to Trilogy, Flynn was the head of marketing at Indue, a financial payment products and settlement services company.

DNR Capital CEO, Robert White said: “We are pleased to have an experienced marketer like Elizabeth join our firm in a newly created role that builds on the growth and development we have experienced in recent years. Elizabeth’s proven track record across marketing and communications in the funds management industry will no doubt be beneficial across all our teams.”

Flynn said: “I look forward to working alongside a team of high-quality investors in a firm with an enviable track record. DNR Capital has an excellent foundation of talented investors and strong client relationships on which to continue to grow the business.”

Flynn holds a Bachelor of Business, Communications degree from QUT (Queensland University of Technology).

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