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Opportunities & Risks for High Conviction Investors

DNR Capital CIO / PM Jamie Nicol discusses the opportunities and risks in the current market for high conviction investors and why CSL and ALS have caught his eye.

 

Chief Investment Officer and PM of the DNR Capital Australian Equities High Conviction Strategy Jamie Nicol discusses the opportunities and risks in the current market for high conviction investors.

 

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.

 

 

 

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