Profil
Mr. David P.
Dali is a Head of Portfolio Strategy at Matthews International Capital Management LLC.
In his role with the investment team, he serves as a macro thought leader, and also serves as a proxy for portfolio managers, providing individual portfolio insights and analytics to clients.
He has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies.
Prior to joining Matthews in 2015, Mr. Dali was previously employed as a Managing Director & Portfolio Manager by BlackRock Advisors LLC, a Managing Director by Macquarie Capital Investment Management LLC, a Managing Partner by Globalis Investments LLC, a Principal by OneWorld Investments LP, and a Principal by Bank of America Corp.
He received his undergraduate degree from Santa Clara University.
Postes actifs de David Paul Dali
| Sociétés | Poste | Début |
|---|---|---|
Matthews International Capital Management LLC
Matthews International Capital Management LLC Investment ManagersFinance Matthews Asia employs an active, bottom-up and fundamental investment philosophy, with a focus on long-term investment performance. The firm invests primarily in companies located in or with substantial ties to, and in securities issued by the governments of, the Asia Pacific region. Their long-term, bottom-up, benchmark-agnostic approach results in portfolios characterized by low turnover, high active share, and significant exposure to business models that are oriented towards domestic demand growth within Asia Pacific and emerging market economies. | Stratège de marché | 01/04/2015 |
Anciens postes connus de David Paul Dali
| Sociétés | Poste | Fin |
|---|---|---|
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Macquarie Capital Investment Management LLC
Macquarie Capital Investment Management LLC Investment ManagersFinance MCIM invests in globally listed equity issued by companies engaged in infrastructure activities which may include emerging market securities. The firm may also provide advisory services related to unlisted securities and other hybrid, equity-like securities or instruments related to infrastructure, such as interests in private infrastructure partnerships. MCIM's methods of analysis may include fundamental research, quantitative analysis, as well as technical analysis, and charting. The investment process used to implement any investment strategy for clients may include one or more of the following: long-term purchases (securities held at least a year), short-term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions, swaps, and option writing (including covered options, uncovered options or spreading strategies). | Gestionnaire de Portefeuille-Actions | 01/12/2011 |
Globalis Investments LLC
Globalis Investments LLC Investment ManagersFinance Globalis Investments manages various long/short emerging market focused investment strategies. They also have experience managing CDOs. | Analyst-Fixed Income | 30/09/2008 |
OneWorld Investments LP
OneWorld Investments LP Investment ManagersFinance OneWorld seeks to generate capital appreciation and income through the execution of directional, relative value and market-neutral strategies in securities of the emerging nations of Latin America, Asia, Eastern Europe, Africa and the Middle East. The firm primarily focuses investing in the sovereign U.S. dollar debt of emerging countries in these areas. A smaller portion of their portfolio is invested in emerging market equities and corporate and local currency debt securities. While they primarily employ discretional investment strategies, the firm also capitalizes upon momentum and relative value trading opportunities. | Analyst-Fixed Income | 31/01/2008 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de David Paul Dali
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Macquarie Capital Investment Management LLC
Macquarie Capital Investment Management LLC Investment ManagersFinance MCIM invests in globally listed equity issued by companies engaged in infrastructure activities which may include emerging market securities. The firm may also provide advisory services related to unlisted securities and other hybrid, equity-like securities or instruments related to infrastructure, such as interests in private infrastructure partnerships. MCIM's methods of analysis may include fundamental research, quantitative analysis, as well as technical analysis, and charting. The investment process used to implement any investment strategy for clients may include one or more of the following: long-term purchases (securities held at least a year), short-term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions, swaps, and option writing (including covered options, uncovered options or spreading strategies). | Finance |
Matthews International Capital Management LLC
Matthews International Capital Management LLC Investment ManagersFinance Matthews Asia employs an active, bottom-up and fundamental investment philosophy, with a focus on long-term investment performance. The firm invests primarily in companies located in or with substantial ties to, and in securities issued by the governments of, the Asia Pacific region. Their long-term, bottom-up, benchmark-agnostic approach results in portfolios characterized by low turnover, high active share, and significant exposure to business models that are oriented towards domestic demand growth within Asia Pacific and emerging market economies. | Finance |
OneWorld Investments LP
OneWorld Investments LP Investment ManagersFinance OneWorld seeks to generate capital appreciation and income through the execution of directional, relative value and market-neutral strategies in securities of the emerging nations of Latin America, Asia, Eastern Europe, Africa and the Middle East. The firm primarily focuses investing in the sovereign U.S. dollar debt of emerging countries in these areas. A smaller portion of their portfolio is invested in emerging market equities and corporate and local currency debt securities. While they primarily employ discretional investment strategies, the firm also capitalizes upon momentum and relative value trading opportunities. | Finance |
Santa Clara University
Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Globalis Investments LLC
Globalis Investments LLC Investment ManagersFinance Globalis Investments manages various long/short emerging market focused investment strategies. They also have experience managing CDOs. | Finance |
















