Profile
Mr. Sam D.
Twidale, CFA, is a Portfolio Manager at DNR Capital Pty Ltd.
He joined the firm in September 2017.
He has over 18 years of investment experience.
Mr. Twidale having previously worked as a European portfolio manager at Schroders in London for over seven years.
Prior to this, he worked at Citigroup in London as an equity research analyst covering the resources sector.
He commenced his career in the advisory division of PriceWaterhouse Coopers in Brisbane.
He has a Bachelor of Economics and Bachelor of Commerce from the University of Queensland, a Graduate Certificate in Business Administration from the Queensland University of Technology, and is a CFA charter holder.
Sam Duncan Twidale active positions
Companies | Position | Start |
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DNR Capital Pty Ltd.
DNR Capital Pty Ltd. Investment ManagersFinance DNR Capital Pty Ltd. is an employee owned, boutique investment manager headquartered in Brisbane, Australia. The firm was founded by Jamie Nicol in 2001 and formerly known as Dalton Nicol Reid Pty Ltd. They deliver client-focused, quality investment solutions to institutions, advisers and individual investors. Australian Equities High Conviction is the firm’s flagship strategy. DNR Capital is a signatory to the UN Principles for Responsible Investment (PRI) and is a specialist provider of socially responsible investment portfolios. | Portfolio Manager-Equities | 31/08/2017 |
Former positions of Sam Duncan Twidale
Companies | Position | End |
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Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Analyst-Equity | - |
Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets. | Analyst-Equity | 31/01/2010 |
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Private companies | 3 |
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Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets. | Finance |
Schroder Investment Management Ltd.
Schroder Investment Management Ltd. Investment ManagersFinance Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors. | Finance |
DNR Capital Pty Ltd.
DNR Capital Pty Ltd. Investment ManagersFinance DNR Capital Pty Ltd. is an employee owned, boutique investment manager headquartered in Brisbane, Australia. The firm was founded by Jamie Nicol in 2001 and formerly known as Dalton Nicol Reid Pty Ltd. They deliver client-focused, quality investment solutions to institutions, advisers and individual investors. Australian Equities High Conviction is the firm’s flagship strategy. DNR Capital is a signatory to the UN Principles for Responsible Investment (PRI) and is a specialist provider of socially responsible investment portfolios. | Finance |
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