2020, a COVID-19 world and beyond

By Jamie Nicol | More Articles by Jamie Nicol

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.


About Jamie Nicol

Jamie Nicol has over 27 years' experience in the funds management industry and is one of the founding partners of DNR Capital. He is Chief Investment Officer and has responsibility for portfolio management and investment strategy, financials (ex-property), building materials, energy, industrials sectors.

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