Remaining Disciplined in the Current Market

By Sam Twidale | More Articles by Sam Twidale

Portfolio Manager for the DNR Capital Australian Emerging Companies Fund Sam Twidale shares his thoughts on the current market and the importance of staying disciplined on valuation.



The investment objective of the DNR Capital Australian Emerging Companies Fund 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.

About Sam Twidale

Sam Twidale joined DNR Capital in September 2017 and is Portfolio Manager for the Australian Emerging Companies Fund. Sam has over 16 years of investment experience, having previously worked as a European portfolio manager at Schroders in London for over seven years. Prior to this he worked at Citigroup in London as an equity research analyst covering the resources sector. He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane.

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