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Valuations, Earnings and Opportunities

DNR Capital Portfolio Manager Sam Twidale discusses the current market, the impact on valuations and earnings and where he sees the opportunities in the Australian small cap space.

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.

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