Charities & Foundations
Dalton Strategic Partnership (DSP) has been managing assets for charities since the firm was established in 2002. Our aim is to preserve and grow the capital of our charity clients through the management of simple and transparent bespoke portfolios.
The management of portfolios is specifically tailored for each charity’s unique requirements. Capital preservation and capital growth is delivered through a diversified portfolio invested in equities, bonds and cash.
The key product areas for Charities and Foundations are:
Our Global Asset Allocation service is designed to deliver absolute returns through active asset allocation and stock selection. Our portfolios are highly flexible and allocate between listed equities, bonds and cash. The team is headed by two very experienced managers and also benefits from the expertise of our in-house regional equity specialists.
Our collection of specialist equity funds, the Melchior Range of Funds, is managed by our team of specialist managers who provide a selection of:
