Datt Capital funds outperformed the market in volatile conditions, delivering strong FY24 returns through disciplined research and independent investing.
~1 min. read
By: Datt Capital
July 26, 2024: Both the Datt Capital Absolute Return Fund and the Datt Capital Small Companies Fund have had a stellar financial year (FY24), with the Datt Capital Absolute Return Fund adding an extra 28.75% in value over and above its benchmark for the 12 months just ended. Datt Capital is a boutique Australian equities asset manager.
“We are very pleased to deliver a net return of 38.45% to our investors in the Datt Capital Absolute Return Fund for financial year 2024,” Emanuel Datt, chief investment officer of Datt Capital, said.
The Datt Capital Absolute Return Fund had its best year since inception in August 2018, with both Morningstar and Fund Monitors putting it amongst Australia’s best performing managed funds for f inancial year 2024.
“In an environment fraught with economic volatility, geopolitical tensions, and volatile markets, staying true to our investment philosophy and remaining agile whilst detaching ourselves from the daily noise of the markets led to this fantastic outcome,” Datt said.
The Datt Capital Small Companies Fund, which was only established in October last year, has also outperformed its benchmark by 14.78% in those 9 months
“In addition, we are very pleased with the performance of our newer small cap fund, which has also added tremendous value to its investors over the past 9 months,” Datt said.
The S&P/ASX Small Ordinaries Accumulation Index returned 11.5% for the 9 months to end June, while the Datt Capital Small Companies Fund returned 26.28% over the same period, resulting in the 14.78% additional performance.
“We continue to strategically position our small cap fund to take advantage of any upcoming market disruptions as well as exercising strict discipline in our portfolio selection process,” Datt said. The small cap fund is a highly concentrated fund and at end June held 25 positions with the top five positions accounting for 49% of the portfolio.
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Datt Capital Pty Ltd
ABN 37 124 330 865
AFSL 542100
390 St Kilda Rd, Melbourne VIC 3004
© COPYRIGHT 2025. ALL RIGHTS RESERVED.
Datt Capital Pty Ltd
ABN 37 124 330 865
AFSL 542100
390 St Kilda Rd, Melbourne VIC 3004
© COPYRIGHT 2026. ALL RIGHTS RESERVED.
The information on this website is prepared and issued by Datt Capital Pty Ltd (ABN 37 124 330 865 AFSL 542100) (Datt Capital). The information is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations act 2001 (Cth) (Corporations Act) and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act.
Datt Capital is the investment manager of The Datt Capital Absolute Return Fund (Fund) which is available to wholesale investors only. Fundhost Limited (ABN 69092 517 087 AFSL 233045) (Fundhost) is the issuer and trustee of the Fund. An investment in the Fund will only be available through a valid application form attached to the information memorandum. Before making any decision to make or hold any investment in the Fund you should consider the information memorandum in full. The information contained on this website or in any email is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Datt Capital or Fundhost Limited to any registration or other requirement within such jurisdiction or country. Datt Capital may provide general information to help you understand our investment approach. Any financial advice we provide has not considered your personal circumstances and may not be suitable for you. To the extent permitted by law, Datt Capital and Fundhost, their officers, employees, consultants, advisers and authorised representatives, are not liable for any loss or damage arising as a result of any reliance placed on this document. Information has been obtained from sources believed to be reliable, but we do not represent it is accurate or complete, and it should not be relied upon as such. Datt Capital and Fundhost do not guarantee investment performance or distributions, and the value of your investment may rise or fall. Past performance is not an indicator of future performance.
