February 2022 Monthly Report

Dear Investor, DMXASF’s NAV fell 3.00% (after fees and expenses) against the ASX 200 Total Return Index which rose 2.14% for the month.  Portfolio CommentaryIn a continuation of the rout much of the smaller-company segment of the market has been in over the past...

February 2022 Monthly Report

Dear Shareholder,DMXCP’s NAV declined 2.93% (after all accrued performance and management fees and expenses) for February 2022. The NAV as at 28 February 2022 was $2.9345 compared to $3.0232 as at 31 January 2022.February portfolio developmentsThe negative sentiment...

January 2022 Monthly Report

Dear Shareholder, DMXCP’s NAV declined 2.48% (after all accrued performance and management fees and expenses) for January 2022. The NAV as at 31 January 2022 was $3.0232 compared to $3.1001 as at 31 December 2021. January portfolio developments January saw Australian...

January 2022 Monthly Report

Dear Investor, DMXASF’s NAV fell 2.97% (after fees and expenses) in a month that saw equity markets globally decline. The ASX 200 Total Return Index fell 6.35% for the month.Portfolio CommentaryOur portfolio declined mainly due to its exposure to a number of...

Round Table – 2022

Periodically, we contribute to Richard Hemming’s Under The Radar Report where a selection of fund managers crystal ball gaze for the year ahead. Below are our responses to the questions posed for 2022. The excellent site can be found here:...