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Independent Research

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DLS Capital Management takes a different approach in relation to the investment process. Our investment recommendations for our bespoke Investment Portfolios are based on independent investment research. For the last decade we have worked with Graham O’Neill, Director at Independent Research Consultancy Limited.

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Graham O’Neill

Graham is an investment researcher of international note and has been working in this area for over 20 years. He began his career in the stock broking industry before becoming an institutional fund manager where he practiced both in Ireland and the UK where he worked in senior roles with a number of institutions including Royal Life holdings, Guardian Royal Exchange and Abbey Life.

Throughout his career, he has managed multi-million Euro funds and developed innovative investment fund concepts. Seeing the need for non biased, critical analysis of the investment industry, Graham began work as an independent investment researcher in 1992 and since then, principally, he has provided services to financial institutions.

Graham is also a director of RSM Group, a leading UK investment research company.

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Ascertaining an individual’s financial situation and investment goals are the first tasks in constructing a portfolio. Important items to consider are age, how much time you have to grow your investments, as well as amount of capital to invest and future capital needs. A second factor to take into account is the individual’s risk tolerance. Are you the kind of person who is willing to risk some money for the possibility of greater returns? Taking these factors into account we believe asset allocation and diversification are key to the construction of a client’s portfolio.

Asset Allocation

Asset allocation is an investment portfolio technique that aims to balance risk and create diversification by investing among major asset classes such as cash, bonds, equities, property and absolute returns. Each asset class has different levels of return and risk, so each will behave differently over time. For instance, while one asset class increases in value, another may decrease or not increase as much. The consensus among financial advisors is that asset allocation is one of the most important decisions that investors make.

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Investment researcher Graham O'Neill assists DLS Capital Management in the asset allocation for our bespoke investment portfolios.

Each portfolio takes into account clients’ attitude to risk and investment time horizon but they are also individually tailored to each client based on their investment goals and financial circumstances.

Our portfolios are made up of international managed funds based on Graham’s detailed research notes.

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Some of the International Fund Managers we use in our portfolios are: