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Dale Nicholls

Dale Nicholls

About Dale Nicholls

Dale Nicholls was born in Australia in 1968 and obtained his bachelor’s degree in business management from the Queensland University of Technology. Prior to joining Fidelity, he worked as an analyst, first at Sony and then at Bankers Trust Asia Securities. In terms of fund management style, he follows a bottom-up stock-picking approach, looking for growth at a reasonable price. Long-term growth prospects, returns on capital and management quality are the key characteristics focused upon for company valuation. Cash is not used tactically and derivatives are solely used for efficient portfolio management such as equitising cash flows. Given his funds’ small- and mid-cap bias, David tends to outperform when market liquidity is ample or when the market is driven by sentiment.

Are you Dale Nicholls?

Citywire Rating: A rated

2013

  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014

Related News

Fidelity’s Dale Nicholls: beware China banks, but don’t expect Armageddon

Citywire AA-rated Dale Nicholls has lent his voice to those worried about China’s banks – but stopped short of predicting a systemic meltdown.

Fidelity cuts China Special Sits fee ahead of Bolton departure

Fidelity has reduced the charges on its China Special Situations and Japanese Values investment trusts.

Dale Nicholls: why I'm excited to replace Anthony Bolton

Wealth Manager recently had exclusive access to Dale Nicholls as he talks about the challenge of replacing Anthony Bolton on the China Special Situations trust next March.

What Bolton learnt from his 40-year career

In a bus ride with renowned fund manager Anthony Bolton, he reflects on the lessons learnt during his career and why he doesn't regret moving to China.

Fidelity's new Asian stars lining up to replace Bolton & Liu

Dale Nicholls and Teera Chanpongsang have given an insight into their investment thinking as they prepare to replace two of the biggest names at Fidelity.

Anthony Bolton on course for first performance fee in China – just in time for his retirement

A strong run in recent months has set Anthony Bolton’s £762 million Fidelity China Special Situations fund on course to earn its first ever performance fee.

Poison pill: the hidden dangers of investment trust savings schemes

The investment trust sector must swallow a ‘poison pill’ and address the huge overhang that could be caused by share saving schemes, it has been warned.

Bolton: I will do my damnedest to turn Fidelity China around

After announcing he will hand Fidelity China Special Situations to Dale Nicholls, Anthony Bolton said he would work tirelessly to turn the trust around over his final nine months in charge, adding the Chinese market had been more frustrating than he had anticipated. 

Bolton to be replaced by Dale Nicholls on Fidelity China Special Situations

Anthony Bolton is to be succeeded by Dale Nicholls on the Fidelity China Special Situations Trust, following retirement next March.