Profilo
Mr. Charles D.
Dalziell, CFA, is an Analyst at Corporate Connect Research Pty Ltd.
Mr. Dalziell has over 25 years working with highly respected investment managers Maple-Brown Abbott and Orbis Investment Advisory.
As a long-time portfolio manager of multi-billion-dollar unit trusts and discrete accounts, he has spent a majority of his career performing in-depth security research, writing compelling investment reports, presenting those ideas to peers and building appropriate portfolios for clients.
Over his career he has covered stocks in a multitude of sectors including Financials, Industrials, Property and Resources and worked closely with the management teams and Boards of stocks in which he was invested.
He holds a Bachelor of Commerce from the Australian National University.
He is also a CFA qualified investment professional.
Posizioni attive di Charlie Dalziell
| Società | Posizione | Inizio |
|---|---|---|
Corporate Connect Research Pty Ltd.
 Corporate Connect Research Pty Ltd. Investment ManagersFinance Corporate Connect Research Pty Ltd. (CCR) is an investment research firm headquartered in Sydney, Australia. The firm was acquired by Sequoia Financial Group Ltd. (ASX: SEQ) in 2022. CCR specializes in the analysis of high-quality issuer sponsored research for listed ASX companies. Their research does not provide a recommendation (eg Buy, Sell & Hold). | Analyst-Equity | - |
Precedenti posizioni note di Charlie Dalziell
| Società | Posizione | Fine |
|---|---|---|
Maple-Brown Abbott Ltd.
 Maple-Brown Abbott Ltd. Investment ManagersFinance Maple-Brown Abbott Ltd. (MBA) is an investment management firm headquartered in Sydney, Australia. The firm was founded by Robert Maple-Brown and Chris Abbott in 1984. They are a subsidiary of Maple-Brown Family Investments Pty Ltd. The firm offers Australian managed investment schemes, UCITS (Undertaking for Collective Investment in Transferable Securities) funds in a variety of currencies and discrete mandates to clients around the world. Their clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors. MBA is a socially responsible investor and a signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 01/09/2018 |
Maple-Brown Abbott Ltd.
Maple-Brown Abbott Ltd. Investment ManagersFinance Maple-Brown Abbott Ltd. (MBA) is an investment management firm headquartered in Sydney, Australia. The firm was founded by Robert Maple-Brown and Chris Abbott in 1984. They are a subsidiary of Maple-Brown Family Investments Pty Ltd. The firm offers Australian managed investment schemes, UCITS (Undertaking for Collective Investment in Transferable Securities) funds in a variety of currencies and discrete mandates to clients around the world. Their clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors. MBA is a socially responsible investor and a signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 01/01/1997 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Maple-Brown Abbott Ltd.
Maple-Brown Abbott Ltd. Investment ManagersFinance Maple-Brown Abbott Ltd. (MBA) is an investment management firm headquartered in Sydney, Australia. The firm was founded by Robert Maple-Brown and Chris Abbott in 1984. They are a subsidiary of Maple-Brown Family Investments Pty Ltd. The firm offers Australian managed investment schemes, UCITS (Undertaking for Collective Investment in Transferable Securities) funds in a variety of currencies and discrete mandates to clients around the world. Their clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors. MBA is a socially responsible investor and a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Corporate Connect Research Pty Ltd.
Corporate Connect Research Pty Ltd. Investment ManagersFinance Corporate Connect Research Pty Ltd. (CCR) is an investment research firm headquartered in Sydney, Australia. The firm was acquired by Sequoia Financial Group Ltd. (ASX: SEQ) in 2022. CCR specializes in the analysis of high-quality issuer sponsored research for listed ASX companies. Their research does not provide a recommendation (eg Buy, Sell & Hold). | Finance |
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