Dalton Nicol Reid expands investment team with a key appointment

Monday, August 03 2015

Dalton Nicol Reid, a boutique Australian equity investment manager, today announced the appointment of Scott Kelly to its investment team.

Scott has 15 years of investment experience, with previously held Executive Director positions at Morgan Stanley and UBS in Sydney.

“Scott is a welcome addition to our professional investment team which has helped create a track record for managing portfolios that have historically outperformed the market.”

“He is a highly ranked analyst across the more technical sectors of utilities, infrastructure and transport. We look forward to his contribution to strengthen our existing investment team,” said Dalton Nicol Reid CIO, Jamie Nicol.

“He will be responsible for the utilities, infrastructure, transport and telecommunication sectors”, added Nicol.

“Dalton Nicol Reid has grown significantly this year,” added Dalton Nicol Reid CEO, Robert White.

“Institutional mandate wins, the launch of the Dalton Nicol Reid Australian Equities High Conviction Fund and an increased wholesale platform presence have led to growth in our funds under management to circa $1.4billion and the establishment of our office in Sydney”, said White.

“Our business plan is to broaden and expand our presence, product and client base in a manageable and strategic way,” he added.

-ENDS-

About Dalton Nicol Reid

Founded in 2001, Dalton Nicol Reid is an independent Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors. Dalton Nicol Reid has been recognized for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards. Dalton Nicol Reid is a signatory to the Principles for Responsible Investment (PRI).

For more information please contact:

ContactSimrita Virk
CompanyShed Media
Mobile0434 531172
Emailsvirk@shedmedia.com.au

 

IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. Whilst, Dalton Nicol Reid has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and recipients must make their own enquiries concerning the accuracy of the information within. This document is not intended to provide you with personal advice and in providing this information, Dalton Nicol Reid has not taken into account your particular investment objectives, financial situation or needs. You should assess whether this information is appropriate for your particular needs, either by yourself or with your adviser. Dalton Nicol Reid expressly disclaims any responsibility or liability to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on Dalton Nicol Reid’s model portfolio and have been calculated before taking Dalton Nicol Reid’s fees into account. No allowance has been made for taxation.

Lonsec does not issue, sell, guarantee or underwrite this financial product. Go to www.lonsec.com.au for details of its ratings criteria.

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