by Chris Steptoe | Jul 14, 2024 | DMXASF
Dear Investor, DMXASF’s NAV performance was strong in June, up 5.0% in a flattish broad market with the ASX 200 Total Return Index up 1.0%. Smaller companies were generally weaker, with the Small Ordinaries down 1.6% and the ASX Emerging Companies Index, which...
by Chris Steptoe | Jun 12, 2024 | DMXASF
Dear Investor, DMXASF’s NAV was fairly flat for May, up 0.3%, in a slightly positive broad market with the ASX 200 Total Return Index up 0.9% and the ASX Emerging Companies Index up 0.6%.CommentaryWe suffered a few material declines this month, including Field...
by Chris Steptoe | Jun 12, 2024 | DMXCP
Dear Shareholder, DMXCP’s NAV increased 0.8% (after all accrued management fees and expenses) for May 2024. The NAV as at 31 May 2024 was $2.4320, compared to $2.4134 as at 30 April 2024.Australian equity markets were mixed during May – the All Ordinaries was up...
by Chris Steptoe | Jun 1, 2024 | Blogs
In our previous blog, Findi – A Potential Multi-Bagger, we laid out our Findi (FND) investment case. Since then (December 2023), we have taken up our options, and the share price has more than tripled. As a result, our FND position has become a material holding...
by Chris Steptoe | May 11, 2024 | DMXCP
Dear Shareholder, DMXCP’s NAV increased 0.1% (after all accrued management fees and expenses) for April 2024. The NAV as at 30 April 2024 was $2.4134, compared to $2.4121 as at 31 March 2024.Australian equity markets were weaker overall during April – the All...
