Dalton Nicol Reid outperforms again

Tuesday, May 05 2009

While most fund manager’s talk about providing consistent outperformance, one of Australia’s largest independent funds managers Dalton Nicol Reid has again delivered outperformance to its investors by bettering the broader market by 8.00% over the last 12 months.

For the year ending March 2009, Dalton Nicol Reid’s Australian Equities – Incrementus portfolio (Incrementus being Latin for Growth) outperformed the ASX S&P Accumulation Index by 8.10% before fees.

“Our flagship Australian Equities portfolio benefited over the last 12 months by avoiding many stocks with excessive gearing and remained positioned in those with quality business models” said Jamie Nicol, Dalton Nicol Reid’s Chief Investment Officer.

Dalton Nicol Reid currently manages $450 million across a number of asset classes and diversified portfolios.

“Our Australian Equities portfolio has outperformed the benchmark over three and five years by 4.97% p.a. and 4.45% p.a. respectively,” said Harley Dalton, Chief Executive of Dalton Nicol Reid.

Mr Dalton said the firm was delighted to have delivered above its target of 4% active return over these periods without deviating from its rigorous investment process.

“Our investment process remains unchanged since inception in 2001, as does our investment in quality businesses and our focus on after-tax returns,” said Mr Dalton.

Dalton Nicol Reid manages its portfolios based on fundamental research driving a bottom-up, stock-picking selection process.

Based in Brisbane and established in 2001, Dalton Nicol Reid is one of Australia’s most experienced, and one of the largest, independent Managed Account providers.


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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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