Scott Kelly, DNR Capital’s Portfolio Manager for the Australian Equities Income Strategy and Fund, discusses Qube Holdings (ASX: QUB) and why it features as part of the Income portfolio.
The DNR Capital Australian Equities Income Portfolio is a Separately Managed Account (SMA) that aims to outperform the S&P/ASX 200 Industrials Accumulation Index and deliver higher levels of income (before fees) over a rolling three-year period by investing primarily in ASX listed securities with a focus on those included in the S&P/ASX 200. It is style neutral with a focus on quality and sustained income growth.
