Sam Twidale

Funds management

Caution surrounds extreme stock valuations

Backing small-cap companies has helped the DNR Capital Australian Emerging Companies fund achieve positive returns but the manager remains cautious of extreme valuations ...

Funds management

DNR fund upgraded to 'recommended' by Zenith

DNR Capital’s Australian Emerging Companies fund has been upgraded to ‘recommended’ by ratings house Zenith....

Funds management

Attractive opportunities for emerging companies

Despite the gulf between the winners and losers of the COVID-19 pandemic, the virus has presented attractive opportunities for resilient emerging companies....

Funds management

Small caps to stay attractive post-COVID 19

Small caps will continue to shine and stay attractive for investors in the post-COVID 19 world as some key structural trends are likely to emerge or accelerate, according...

Funds management

Positioning a small-cap fund for COVID-19

Sam Twidale, manager of the DNR Capital Australian Emerging Companies fund, has been repositioning the portfolio in light of COVID-19, with small-cap equities unlikely to...

Funds management

DNR Capital’s fund added to six new platforms

DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....

Funds management

Disruptors prove fruitful for DNR small-cap fund

The Australian market is entering a period of disruption, according to DNR fund manager, Sam Twidale, as newer entrants challenge traditional players. ...