Dixon Advisory Investment (DAI) adopts a committee approach to investing with all aspects of the investment process discussed and agreed to by members of the Investment Committee.
The Investment Committee comprises:
- Daryl Dixon – One of Australia’s foremost investment experts and well respected writer and consultant. Successful investor for over 40 years.
- Max Walsh – Leading economic and political commentator, highly regarded as a journalist, author and broadcaster. Successful investor for over 40 years.
- Alan Dixon – Background in investment banking and over 15 years experience providing financial advisory services to corporations, institutions and individuals.
- Alex MacLachlan – Background in investment banking, specialising in natural resources. Advised over $100 billion in M&A and capital market transactions.
- Chris Brown – Background in investment banking with ABN AMRO and UBS in Sydney and New York specialising in capital markets and M&A advice.
- Kevin Smith – Internationally respected investment expert with 25 years’ experience in global finance and asset management, including managing 50 teams responsible for €75 billion in equity, listed property and alternative investments as Global Chief Investment Officer, Equities at ABN AMRO Asset Management in London.
- Lyle Meaney - Background in finance. Worked with National Australia Bank in Private Banking, Corporate Finance and Financial Planning.
- Kellie Landrey - Background in market research, property investment and valuation advice, including valuations of properties with a total value of more than $500 million at DTZ Australia.
Our investment approach is to take a global macro approach to investments and then apply them to an individual's portfolio to suit their investment goals.
The committee meets regularly to discuss investment strategies, market conditions and specific securities of interest to our clients. All aspects of the investment process, from the broad strategy to individual client recommendations are based on the current views of the Investment Committee.
At each meeting, the Investment Committee:
- monitors asset classes and recommends adjustments to asset class weights for DAI clients according to prevailing market conditions;
- monitors specific investments and recommends adjustments to DAI client portfolios; and
- assesses new investment opportunities for DAI clients.
Tailoring the committee’s recommendations
Following each Investment Committee recommendation, your Investment Advisor tailors the Investment Committee’s advice to your specific situation. Members of the Investment Committee have regular meetings with our team of investment advisors to ensure the advice you receive is always up to date and based on the Investment Committee's latest views. This ensures ongoing, proactive management of your investments and regular contact with your Investment Advisor, regardless of prevailing market conditions.
This approach has aided our clients through a wide range of market conditions, most notably the Global Financial Crisis (GFC).
Read our Investment Committee's current outlook.
Read how our Investment Committee helped clients through the GFC.
Read profiles of the members of our Investment Committee.
Read profiles of our Investment Advisors.
Contact us about investing.
“We have appreciated the personal contact established with our Investment Advisor, Account Manager and Broker, all of whom understand and respect our investment philosophy and keep us informed, and promptly respond to any enquiry we make.” Joy & Len Sheargold, 2010 Read more testimonials >>