DNR Capital Stock Story: Freedom Foods Group (ASX: FNP)

By Tim McGowen | More Articles by Tim McGowen

Freedom Foods Group Limited (FNP) is an Australian-based diversified food company operating in the consumer staples sector. Its brands include Freedom Foods, a2 milk, So Natural, Australia’s Own, Paramount and Brunswick. FNP manufactures and sells nutritional products such as dairy based beverages, specialty cereal, snacks and seafood throughout Australia, New Zealand, Asia and North America.

Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, sat down with Informed Investor to tell us more about the company.

Key Points in the video :

  • DNR’s focus for their Australian Emerging Companies portfolio
  • Some insights on FNP
  • Where FNP’s business model is set to improve

For more information about the fund, its performance and top ten holdings click here.

Sam Twidale has over 15 years of investment experience and joined DNR Capital in September 2017, having previously worked as a European portfolio manager at Schroders in London for over seven years. Prior to this he worked at Citigroup in London as an equity research analyst covering the resources sector. He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane. Sam has a Bachelor of Economics and Bachelor of Commerce from the University of Queensland, a Graduate Certificate in Business Administration from the Queensland University of Technology, and is a CFA charter holder.

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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