Boutique Dalton Nicol Reid consistently out-performs

Monday, July 18 2011

Boutique fund managers have topped the performance tables for the 2011 financial year according to a recent market survey by a leading asset consultant of 152 Australian Share managers for the 12 months ended 30 June.

One of the top performing boutiques in the survey is Dalton Nicol Reid, a style neutral Australian share specialist. Historically known for their expertise in managed accounts, Dalton Nicol Reid is now receiving interest from asset consultants and institutional investors for their flagship Australian Equities High Conviction portfolio and SRI portfolio.

“We are delighted with the 12 month performance for our Australian Equities High Conviction portfolio of 20%. This consolidates our long term active out performance record of 5.4% p.a. for 8 years” said Harley Dalton, chief executive officer at Dalton Nicol Reid.

Dalton believes the key to a successful boutique is the ability to implement decisions quickly, provide consistent out-performance, and maintaining discipline around investment process

“There are structural benefits of being a boutique that require an unequivocal alignment of our interests with those of our client’s”. “This relationship ensures we are highly sensitive to ensuring we focus on client outcomes and meeting their expectations on performance” says Dalton

Other boutiques to feature in the Top 10 included Continuum, Independent Asset Management, FSP Funds Management and Bennelong Funds Management.

Dalton Nicol Reid is an independent Australian fund manager that delivers client-focused, quality investment solutions to institutions, financial intermediaries and high net worth investors.


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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.
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