DNR Capital – Has Growth Run Too Hard?

By Tim McGowen | More Articles by Tim McGowen

Growth stocks have strongly outperformed their value peers. Informed Investor spoke with DNR Capital’s Jamie Nicol to hear his thoughts on whether or not they have run too hard.

Key points in the video:

  • The strong performance in growth stocks over recent times
  • The reasons for this
  • The warning signs now appearing
  • Changes more traditional companies are making to their business models to adapt

Jamie Nicol is the Chief Investment Officer as well as a Director at DNR Capital.

Jamie has over 25 years’ experience in the financial services industry. As a founding member of DNR Capital in 2001, Jamie led the development of the investment philosophy and process, and the establishment of the investment team. He has been actively involved in the portfolio management of clients’ funds since the company’s inception. He is a senior member of the DNR Capital Investment Committee and is also responsible for investment strategy, portfolio construction and stock selection, investment process enhancement and management of the investment team.

Jamie has a Bachelor of Business—Accounting (Distinction) from Queensland University of Technology, Bachelor of Economics from The University of Queensland and is a fellow of the Australian Institute of Chartered Accountants.

Tim McGowen

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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