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PO Box 916,
Milsons Point, NSW 1565

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

We are pleased to present the April 2020 update to DMXCP Investors (please click here).


In this month's report we discuss updates from three of the smallest companies in our portfolio, as well as commenting on how several of our portfolio holdings are adapting to the COVID-19 operating environment. 


We also highlight three new companies that we have added to the portfolio during March and April.


For future updates, please join our mailing list here:
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