Positioned for the recovery in small caps

By DNR Capital | More Articles by DNR Capital

A new year brings with it new themes, new market plays, new challenges. DNR Capital’s Sam Twidale – Manager of their Australian Emerging Companies Fund – runs through how he sees 2021 shaping up for the smaller end of town.

The Australian Emerging Companies Fund’s investment objective is to outperform the Benchmark (net of fees) over a rolling five-year period by investing primarily in emerging companies and cash. The Fund is style neutral with a quality focus.