Jamie Nicol, Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and SMA, spoke with Informed Investor about where to find value in equity markets at the moment.
Key Points in the video :
- Where DNR sees value in the current market
- Out-of-favour stocks still looking good on a fundamental basis
- Why DNR likes Aristocrat Leisure (ASX: ALL)
For more information about the fund, its performance and top ten holdings click here.
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.