DNR Capital Chief Investment Officer and Manager of the Australian Equities High Conviction Fund, Jamie Nicol, provides his insights into the effects of the Russian invasion of Ukraine on the current market.
The DNR Capital Australian Equities High Conviction Fund and Portfolio 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 style neutral with a quality focus.