Jamie Nicol, Manager of DNR Capital’s Australian Equities High Conviction Fund and SMA Portfolio, provides a recap of what he saw as the key points to emerge from the reporting season just past.
These products invest in a high conviction portfolio of Australian equities that aims to outperform the Benchmark by 4% p.a. (before fees) over a rolling three-year period. They are is style neutral with a quality focus.
FUND
SMA PORTFOLIO
