ABOUT

 

Founded in 2001, DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors. Rated by both institutional and retail asset consultants for our specialist expertise in managing Australian equities, we have a strong track record of delivering on our investment philosophy of identifying and investing in quality companies for the medium-to-long term.

 

Our rigorous investment process has been proven over various market cycles and demonstrates a track record of delivering strong investment performance for our clients. Our commitment to our clients goes beyond investment performance. We deliver quality client service through openness and transparency, regularly sharing insights behind our investment decisions, market views and portfolio strategy.

 

DNR Capital is employee-owned and we invest alongside our clients. This ensures we have a strong alignment with our clients’ needs and interests.

CONTACT INFO

 

Contact: Mark Sedawie

Email: mark.sedawie@dnrcapital.com.au

Phone: 07 3004 0607

Website: www.dnrcapital.com.au

Address: Level 22, 307 Queen Street, Brisbane QLD 4000

CERTIFIED PRODUCTS

Australian Equities Socially Responsible Portfolio

Certification Category

Asset Manager

 

Certification Symbol

Responsible Investment

 

Certified Since

2008

 

Investment Approach

Screening (negative); ESG Integration

 

Exclusions

  • Pornography
  • Gaming
  • Armaments
  • Tobacco

Responsible Investment Methodology

 

 

DNR Capital’s Socially Responsible portfolio avoids investment in companies that are judged to have a direct involvement in pornography, gambling, armaments and tobacco.  We form a judgment as to whether or not the activity in question forms a direct or core part of the business.  By “direct” or “core” we mean that the company is involved in the manufacture, supply or distribution of the product or the provision of the service.

 

 

More specifically:

Pornography

  • Direct – Production, distribution and sale of pornography as a core business
  • Indirect – Supply of pornography not part of core business (eg Newsagency)

 Gaming

  • Direct – Core business of owning or operating a gaming related business or manufacture and supply of gaming equipment and systems.
  • Indirect – Servicing gaming equipment and systems or owning/operating a gaming-related business such as a non-core activity.

Armaments

  • Direct – Supply and distribution of weapons components to Defence Forces or any other business/individual.
  • Indirect – Manufacture or sale of non-weapon equipment, infrastructure, IT, communication services, transport or logistics or maintenance services to Defence Forces etc.

Tobacco

  • Direct – Manufacture and distribution of tobacco-related products.
  • Indirect – Sale of tobacco-related products as a non-core business or Packaging of tobacco-related products as a non-core business.

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.