Valuations, Earnings and Opportunities

By Sam Twidale | More Articles by Sam Twidale

Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, sat down to discuss the current market, the impact on valuations and earnings and where he sees the opportunities in the Australian small cap space.


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.

View more articles by Sam Twidale →