DNR Capital Stock Story: Super Retail Group (ASX: SUL)

By Tim McGowen | More Articles by Tim McGowen

Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA, discusses Australian retailer Super Retail Group (ASX: SUL) with Informed Investor.

SUL is a leader in the retailing of auto, sport and outdoor leisure products, with over 670 retail stores and more than 12,000 team members across Australia, New Zealand and China. Home to iconic brands including BCF Boating Camping Fishing, Macpac, Rebel and Supercheap Auto, SUL has an annualised turnover in excess of $2.5 billion.

Key Points in the video :

  • The reasons behind DNR’s recent investment in SUL
  • Why DNR views SUL as a quality business
  • The market’s valuation of SUL at the moment

For more information on the DNR Capital Australian Equities Income Portfolio click here.

Scott Kelly joined DNR Capital in August 2015 and is Portfolio Manager for the Australian Equities Income Portfolio. He is also responsible for the investment research of the telecommunications, transport, IT, utilities and infrastructure sectors. Scott, who has more than 16 years’ investment experience, holds a Bachelor of Commerce from the University of Queensland and is a Chartered Accountant with the Institute of Chartered Accountants of Australia and New Zealand, a CFA charter holder and a Graduate member of the Australian Institute of Company Directors.

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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