As this bizarre and almost surreal year draws to a close, it’s time for us to both assess what has happened over the past 12 months and also turn our focus to the future. Jame Nicol, Portfolio Manager of DNR Capital’s Australian Equities High Conviction Fund and SMA, does both in this video.
Some key points from the video:
- a general recap of 2020
- growth vs value: a breakdown of where we’re at
- some stocks DNR Capital likes at the moment
The DNR Capital Australian Equities High Conviction Fund and Portfolio invest in a high conviction portfolio of Australian equities that aims to outperform the Benchmark by 4% p.a. (before fees) over a rolling three-year period. They are style neutral with a quality focus.