DNR Capital Australian Equities High Conviction Portfolio rated 'Highly Recommended SMA' by Lonsec
Lonsec Research has maintained a 'Highly Recommended SMA' rating for the DNR Capital Australian Equities High Conviction Portfolio.
Lonsec commended Jamie Nicol, CIO and portfolio manager, as an astute investor ably supported by Scott Bender.
"Furthermore, the strategy benefits from a clearly articulated and robust investment approach which has produced strong long-term outcomes. Lonsec also highlights the significant level of staff co-investment and equity ownership as further positives," Lonsec said.
The DNR Capital Australian Equities Income Portfolio also received a 'Highly Recommended SMA' rating. It invests in companies that provide a growing, sustainable dividend yield and growth potential.
“The manager’s considerable experience in this space makes it a natural exponent of SMAs as a vehicle for delivering actively managed Australian equity exposure," Lonsec said.