The Outlook for Australian Small Caps

By Sam Twidale | More Articles by Sam Twidale

Following on from his keynote presentation at last week’s ShareCafe Hidden Gems Webinar, we spoke with Sam Twidale, Portfolio Manager of the DNR Capital Australian Emerging Companies Fund, about his outlook for smaller-cap stocks and where he sees opportunities in the sector.

 

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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