2020, a COVID-19 world and beyond [167]

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2020, a COVID-19 world and beyond

PUBLISHED

2020-12-09

Content

As this bizarre and almost surreal year draws to a close, it's time for us to both assess what has happened over the past 12 months and also turn our focus to the future. Jame Nicol, Portfolio Manager of DNR Capital's Australian Equities High Conviction Fund and SMA, does both in this video.

Some key points from the video:

a general recap of 2020
growth vs value: a breakdown of where we're at
some stocks DNR Capital likes at the moment

Author

Name

Jamie Nicol

Chief Investment Officer & Director, DNR Capital

Jamie has over 25 years' experience in the financial services industry. As a founding member of DNR Capital in 2001, Jamie led the development of the investment philosophy and process, and the establishment of the investment team. He has been actively involved in the portfolio management of clients' funds since the company's inception. He is a senior member of the DNR Capital Investment Committee and is also responsible for investment strategy, portfolio construction and stock selection, investment process enhancement and management of the investment team.

Jamie has a Bachelor of Businessâ€”Accounting (Distinction) from Queensland University of Technology, Bachelor of Economics from The University of Queensland and is a fellow of the Australian Institute of Chartered Accountants.