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Email

simon.turner@dmxcorporation.com.au

Address

PO Box 916,
Milsons Point, NSW 1565

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A fresh approach to value investing in
undiscovered, quality businesses.

Performance

 

By using a concentrated, selective, flexible approach we have been able to deliver superior long-term returns. As at January 31st 2018, DMX Capital Partners was 79.6% ahead of the All Ords after fees in the 2 years & 10 months since launch:

 

 

 

Correlation of returns: Due to our concentrated, value driven approach the returns we deliver are unlikely to be correlated with any particular index, benchmark or asset class in the short-term. Since the fund's launch there has been a low correlation between the fund's performance and market movements. As at January 31st 2018, the R squared (explanatory power) of this relationship since launch is only 21.9%. This reflects the fund's focus on under-valued, and often largely unknown smaller companies with favourable risk-reward ratios. The fund is well placed to contribute to improving a portfolio's risk-reward profile as a result.

 

 

As the table below shows, since launch the fund has performed well in absolute terms in all market conditions, with particularly strong relative performance in falling and flat equity markets:

 

AVERAGE MONTHLY NAV CHANGE%

RELATIVE TO ALL ORDS

ABSOLUTE

FALLING MARKET MONTHS (13)

4.6%

1.7%

RISING MARKET MONTHS (15)

-1.2%

1.8%

FLAT MARKET MONTHS (6)

2.5%

2.4%

 

 

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