![Daniel James Nelson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Daniel James Nelson
Portfolio Manager-Equities at
Perpetual Investment Management Ltd.
Profile
Mr. Daniel J.
Nelson, CFA, is a Portfolio Manager at Perpetual Investment Management Ltd. He joined Perpetual in 2011 as a Research Analyst within Perpetual Private's Direct Equities team.
He developed and subsequently launched the Responsible Investment Portfolio in 2015.
He is also responsible for investment research of the Resources, Other Materials (building materials and chemicals), and Energy sectors.
He has over 15 years of experience.
Mr. Nelson joined Perpetual after 4 years with Constellation Capital Management, a boutique funds manager, where he had responsibility for researching the Consumer Staples, Agriculture, Utilities and Telecommunications sectors.
Prior to Constellation, he worked for Hoyts Corporation where he was Group Accounting Manager responsible for financial reporting.
He is a CFA charter holder and holds a Bachelor of Science (Mathematics) and a Master of Commerce (Finance and Accounting), both from the University of Sydney.
He has also completed the CFA Institute’s Certificate in ESG Investing.
Daniel James Nelson active positions
| Companies | Position | Start |
|---|---|---|
Perpetual Investment Management Ltd.
 Perpetual Investment Management Ltd. Investment ManagersFinance PIML is an active, research-based manager which utilizes a fundamental, bottom-up investment process that focuses on quality and value. The firm manages money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income. They select stocks based on stock-specific fundamentals and then by the relative value, performing most of their research and analysis at the company level. PIML typically constructs value portfolios that invest in stocks with low price-to-book values, low price-to-earnings ratios and higher yields. | Portfolio Manager-Equities | 01/01/2021 |
Former positions of Daniel James Nelson
| Companies | Position | End |
|---|---|---|
Constellation Capital Management Pty Ltd.
 Constellation Capital Management Pty Ltd. Investment ManagersFinance Provides investment advice | Analyst-Equity | 01/01/2011 |
Training of Daniel James Nelson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
67
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Perpetual Investment Management Ltd.
Perpetual Investment Management Ltd. Investment ManagersFinance PIML is an active, research-based manager which utilizes a fundamental, bottom-up investment process that focuses on quality and value. The firm manages money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income. They select stocks based on stock-specific fundamentals and then by the relative value, performing most of their research and analysis at the company level. PIML typically constructs value portfolios that invest in stocks with low price-to-book values, low price-to-earnings ratios and higher yields. | Finance |
Constellation Capital Management Pty Ltd.
Constellation Capital Management Pty Ltd. Investment ManagersFinance Provides investment advice | Finance |
The University of Sydney
 The University of Sydney Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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