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09 March 2023   12 min read

DNR Capital appointed to manage Generation Life’s Australian Emerging Companies option

09 March 2023 • 12 min read

DNR Capital’s Australian Emerging Companies Strategy has been added to the Generation Life investment menu.

John Laver, Head of Investment at Generation Life, said: “The DNR Capital Australian Emerging Companies Strategy has been added to our Generation Life Tax Optimised Series to provide clients the best in class access to Australian small companies which suits the long term investment horizon of our clients. The strategy has delivered significant alpha outperforming the S&P/ASX Small Ordinaries Total Return Index by 15.81% p.a.* since inception of the strategy in December 2017.

The selection of DNR Capital was in part due to its boutique investment culture, promoting a high degree of alignment, while having a highly regarded and well-structured investment process. We believe DNR Capital is positioned well to compound capital for our clients on an after-tax basis.”

DNR Capital was selected based on experience and a track record in identifying high quality, small cap listed Australian companies trading at attractive valuations. DNR Capital is a highly regarded and well credentialed investment manager with a very experienced and talented portfolio management team in Australia.

Commenting on the appointment, DNR Capital’s CEO, Robert White stated, “We’re delighted to be partnering with Generation Life in bringing our high conviction, concentrated investment philosophy in the small caps space to the Generation Life investment suite’ DNR Capital Australian Emerging Companies Strategy option.”

The DNR Capital Australian Emerging Companies Strategy investment objective seeks to identify good quality emerging businesses that are mispriced by overlaying its quality filter, referred to as the ‘quality web’, with a strong valuation discipline. The manager defines quality companies as those with earnings strength, superior industry position, sound balance sheet, strong management and low ESG risk.

The DNR Capital Australian Emerging Companies Portfolio is part of Generation Life’s Tax Optimised Series offered through the LifeBuilder, ChildBuilder and FuneralBond investment menu.

About Generation Life 

Generation Life is an Australian leader in investment bonds offering an extensive investment menu with choice and quality for investors. Generation Life is the number one provider of investment bonds in Australia. Generation Life has been providing Australians with tax effective investment solutions for over 17 years to help plan for a thriving financial future.

About DNR Capital

Founded in 2001, DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors. DNR Capital is a signatory to the Principles for Responsible Investment (PRI).

*As at 31 January 2023. Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account.

This document has been prepared and issued by DNR Capital Pty Ltd, AFS Representative - 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. Whilst DNR Capital has used its best endeavours to ensure the information within this document is accurate, it cannot be relied upon in any way and you must make your own enquiries concerning the accuracy of the information within. The information in this document has been prepared for general purposes and does not take into account the investment objectives, financial situation or needs of any particular person nor does the information constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. Investment in a DNR Capital product can only be made on completion of all the required documentation. An investment in this portfolio is subject to investment risk including loss of some or all of an investor’s principal investment and lower than expected returns. Past performance is not an indicator of future performance.