Perspectives: Fund manager interview with Sam Twidale of the DNR Capital Australian Emerging Companies Fund

In this episode of The Fund Managers, Escala Investment Analyst David Bruty interviews Sam Twidale, Portfolio Manager of the DNR Capital Australian Emerging Companies Fund. Sam explains the importance of applying a consistent quality framework to small cap investing, how the fund’s concentrated and style-neutral approach has allowed it to outperform across changing investment environments, and the outlook for the sector following a challenging period for returns.