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The Australian Equities High Conviction Portfolio is designed for investors with a long-term investment objective focused on achieving portfolio growth with less focus on generating excess income. Investors in this portfolio are prepared to accept higher volatility in return for higher growth.
DNR Capital believes a focus on quality companies will enhance returns when it is combined with a thorough valuation overlay. The portfolio is high conviction, after-tax focused and invests for the medium-to-long term. The stock selection process has a strong bottom-up discipline and focuses on buying quality companies at reasonable prices. We define quality companies as being those companies with the following five attributes:. Where we are satisfied that a company possesses quality characteristics, then it is eligible for inclusion in the portfolio.
However, it must also represent value and sit comfortably within our portfolio construction requirements. A range of valuation methodologies are used depending on the nature of the company being assessed to identify mispriced opportunities.
The portfolio construction process is influenced by a top-down economic appraisal and also considers the risk characteristics of the portfolio, such as stock and sector correlations.
For more information on the Australian Equities High Conviction Portfolio, please contact us on info dnrcapital. Financial advisers. Print this article.
DNR Capital Australian Equities High Conviction - Managed Fund
Australian Equities High Conviction Portfolio