DNR Capital Portfolio Manager Sam Twidale last discussed Nanosonics (ASX:NAN) back in April 2019. Since that time the share price has rallied strongly from the mid $4 level back in April to touching $7 since reporting in late August.The DNR Capital Australian Emerging Companies Fund currently holds a 6% position in Nanosonics.
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 :
- Sam discusses the quality of the Nanosonics result
- The key takeaways from the result
- The international expansion of the business into the US, Europe and Asia
- The opportunity to expand their portfolio of products
- The long term investment thesis moving forward
For more information about the fund, its performance and top ten holdings click here.
Sam Twidale is Portfolio Manager for the Australian Emerging Companies Fund.
Sam 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.