by Chris Steptoe | Feb 13, 2024 | DMXCP
Dear Shareholder, DMXCP’s NAV increased 3.3% (after all accrued management fees and expenses) for January 2024. The NAV as at 31 January 2024 was $2.3698, compared to $2.2949 as at 31 December 2023.After a strong December, Markets were mixed in January – the...
by Chris Steptoe | Jan 15, 2024 | DMXCP
Dear Shareholder,DMXCP’s NAV increased 0.7% (after all accrued management fees and expenses) for December 2023. The NAV as at 31 December 2023 was $2.2949, compared to $2.2774 (ex-div) as at 30 November 2023.Markets continued their recovery in December – the...
by Chris Steptoe | Jan 15, 2024 | DMXASF
Dear Investor, DMXASF’s NAV increased 1.4% for the month of December, building on November’s recovery but lagging a very strong broad market with the ASX 200 Total Return Index up 7.3% and the ASX Emerging Companies Index up 6.3%.CommentaryThe portfolio was impacted...
by Chris Steptoe | Jan 7, 2024 | Blogs
A recent addition to the DMXAM portfolios is Careteq (ASX:CTQ). Careteq is focused on delivering technology solutions and offerings in the aged care space. It listed on the ASX in 2022 owning two aged-care focussed businesses:-Embedded Health Solutions (EHS) –...
by Chris Steptoe | Dec 13, 2023 | DMXASF
Dear Investor, DMXASF’s NAV increased 3.5% for the month of November, recovering most of October’s decline, and lagging very slightly the broader market with the ASX 200 Total Return Index up 5% and the ASX Emerging Companies Index up 3.7%.CommentaryWhile moving...
