A Focus on the Unloved Sectors

By Scott Kelly | More Articles by Scott Kelly

Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Strategy and Fund, takes a look at the recent reporting season and focuses on some sectors that are proving attractive for income equities.



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.

About Scott Kelly

Scott Kelly joined DNR Capital in August 2015 and is Portfolio Manager for the Australian Equities Income Portfolio. He is also responsible for the investment research of the telecommunications, transport, utilities, infrastructure, and media sectors.

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