Robert White
Dalton Nicol Reid, boutique Australian investment manager, has been recognised for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards.
Dalton Nicol Reid’s Australian Equities High Conviction Portfolio was the winner of the SMA Portfolio Award.
“It is great to win the accolades of our peers, and this is a fine tribute to the hard work of our team,” said Robert White, CEO of Dalton Nicol Reid.
The award was announced at the 2014 Lonsec Awards at the 12th annual SuperRatings Fund of the Year Awards Dinner in Sydney.
“We find that an increasing number of Australians are turning to Dalton Nicol Reid to deliver investment management expertise for their SMA platforms,” said White.
“We work in consultation with financial advisers to deliver an institutional quality turnkey asset management solution via an Individually Managed Account (IMA) or concentrated Australian equity portfolios via SMA.”
“We have a rigorous investment process proven through various market cycles and our IMA and SMA solutions are pioneering developments within Australian financial markets.”
“We work with some of the largest financial services groups, dealer groups and administration platforms to deliver proven investment management solutions.
“We have a professional investment team, with a track record for managing portfolios that have historically outperformed the market” said White.