Funds Overview

DMX Capital Partners Limited

Investment Objective

Dual objective to provide genuinely differentiated investment exposure to a difficult to access asset class, and generate strong absolute returns for investors over the medium to long term.

Strategic overview

• Thematically diverse portfolio of (typically) 30-40 ASX-listed (and to a small degree, unlisted) smaller companies that have yet to be recognised by the market and therefore offer asymmetrical upside potential
• Primarily focused on sub-$100m market capitalisation companies
• Since inception in 2015, DMX Capital Partners has returned in excess of 20% pa post-fees, pre-tax. This has been achieved in ways that are often different from other funds or investments

Annualised return since inception

since April 2015

1 year

3 year

5 year

Fund details

DMX Australian Shares Fund

Investment Objective

Dual objective to provide genuinely differentiated investment exposure to a difficult to access asset class, and generate strong absolute returns for investors over the medium to long term.

Strategic overview

• Thematically diverse portfolio of (typically) 30-40 ASX-listed (and to a small degree, NZX-listed, or unlisted) smaller companies that have yet to be recognised by the market and therefore offer asymmetrical upside potential
• Primarily focused on sub-$200m market capitalisation companies, but flexible to invest up the market capitalisation spectrum
• Targeting 50%+ overlap with the highly successful DMX Capital Partners Limited portfolio

Annualised return since inception

since March 2021

1 year

3 year

5 year

Fund details