Dixon Mitchell was founded in 2000 by a small group of portfolio managers with a desire to do things differently. Our goals were to provide clients with a focused investment management approach, to align our interests with theirs, and to keep costs down. In other words, we established the firm to be a true steward of client wealth. Today, Dixon Mitchell is an independent, employee-owned investment counsellor looking after significant assets for a wide array of institutional and private clients.
Over the course of two decades, our team has built and refined an investment process aimed at protecting capital and generating stable returns. Performance is only part of a comprehensive financial solution, however, and our recommendations always flow from a thorough discovery of each private client’s unique objectives and constraints. For institutions, this means understanding the organization’s investment policy, its funding sources and distribution requirements, and the profile of its stakeholders.
Dixon Mitchell’s overriding philosophy reflects our belief that the best service we can provide clients is to watch over their wealth as we would care for our own. This commitment is reflected in our rigorous equity research process, our prudent approach to fixed income management, and the way we blend these disciplines to complement the unique profile of each private and institutional client.