March 2022 Monthly Report

Dear Investor, DMXASF’s NAV rose 1.4% (after fees and expenses) against the ASX 200 Total Return Index which rose 5.3% for the month.  Portfolio CommentaryWhile much of our portfolio enjoyed something of a bounce along with the broader market this month, the continued...

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...

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...

December 2021 Monthly Report

Dear Investor,   DMXASF’s NAV rose 0.55% (after fees and expenses), lagging the ASX 200 Total Return Index which rose 2.75% for the month. It was another essentially flat month with lots of wiggling around on an individual stock basis, mostly cancelling each other...