How Dalton Nicol Reid invests for you
Dalton Nicol Reid aims to create wealth over the medium-to-long term by adopting an active but disciplined approach to buying quality assets.
Based on your risk profile, your portfolio is constructed to contain the appropriate allocation of assets to domestic shares, cash, fixed interest, international shares and property trusts. Regular reviews of your portfolio’s asset allocation are conducted, by your adviser, in response to changes in the economic outlook.
Our robust investment process involves both quantitative and qualitative analysis to evaluate investments, and is based on these three principles:
- Investing in quality businesses with strong management
- Detailed assessment to manage risk
- Buying stocks with strong earnings outlook at reasonable prices, and regularly reviewing the relative value of held stocks
Using our expertise, we follow a top-down and bottom-up approach. First, we formulate a top-down view of world markets in order to create a framework for our investments and to assess the relevant asset allocation. Then, we perform an individual security assessment on a bottom-up approach, to assess the merits of each company or investment. Supplementing this process with company visits and detailed models, we rank investments according to their return opportunities relative to potential risks. This process identifies quality companies that demonstrate strong economics, long-term sustainability and a competitive advantage.
The Dalton Nicol Reid model of investment evaluation has consistently returned superior performances for our clients.
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