Datt Capital

@DattCapital

Datt Capital operates investment strategies for wholesale investors focused on growth opportunities

Melbourne, Australia datt.com.au Joined September 2021

1 Following 1.6K Followers 143 Posts

Latest posts 5

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Datt Capital @DattCapital Oct 28

A narrow group of large caps and AI exposures has driven ASX returns over the past year. Small caps now trade at one of their widest discounts in years.

Which names deserve your capital? Join Emanuel Datt live on Wed 18 Nov, 11am AEDT.

Register: datt-capital.webinargeek.com/asx-widest-sma…

Datt Capital @DattCapital Apr 29

Inflation at 4.6%. A third RBA hike forecast for May.
Not every sector loses. Energy, resources, and quality tech are structurally insulated. Consumer discretionary, staples, and industrials are not. The divergence is where the opportunity sits. Read more: datt.com.au/insights/rba-r…

www.datt.com.au RBA Rate Hikes: Which Sectors Win and Which Lose A sustained RBA rate cycle does not affect all sectors equally. Datt Capital examines energy, resources, technology, and consumer sectors in the current environment.

Datt Capital @DattCapital Mar 4

Emanuel pitched Wisetech as a stock to hire post reporting season

livewiremarkets.com/wires/you-re-f…

www.livewiremarkets.com You're fired! 6 ASX stocks to fire, 5 to hire (all-cap edition) Luke Laretive, Emanuel Datt, Romano Sala Tenna and others share their hottest rotation ideas across ASX small, mid and large-caps.

Datt Capital @DattCapital Feb 24

livewiremarkets.com/wires/the-grea…

www.livewiremarkets.com The Great AI Repricing: from compute arms race to data moats By deploying capital when others are sellers, investors can acquire stakes in dominant technology franchises at discounts to intrinsic value

Datt Capital @DattCapital Jan 27

Datt Small Companies Fund maintained a conservative positioning in December 2025. The Fund returned 2.72% for the month, outperforming its benchmark by 1.42%. Healthcare and Materials led, while Technology detracted. Read the full December update:drive.google.com/file/d/1Y53bZy…

drive.google.com 2025 - 12 - December SCF.pdf