Our sales force leverages the firm’s unique specialization and deep knowledge of its focus sectors to present institutional investors with a superior and differentiated product. We consistently have a tremendous edge in these sectors through our research department, and we enhance that edge with access to natural liquidity, a sophisticated sales and trading desk, and advanced execution strategies.
The firm’s equity, options, and fixed income desks translate the firm’s research ideas into actionable trading and investment ideas. We perform pre-trade analysis across asset classes to develop unique strategies and trade structures to match our clients’ investment objectives. At the same time, we seek to optimize our clients’ returns and manage their risk exposure. As trading and investment ideas unfold, we provide our clients timely and insightful market color and apply our expertise through the entire life cycle of the trade. This high level of attention to our clients’ objectives underpins everything we do.
Through this client-centric approach, the sales and trading desk has built relationships with over 1,200 asset managers, ranging from long-only mutual funds to sector-specific hedge funds, and nearly every institution that invests in commodities, infrastructure, and transportation in a meaningful way. Through these relationships, we gain superior insight into the daily movements of the markets we are focused on.
We are able to offer our clients superior access to natural liquidity in both domestic and international markets as a result of our sector focus and the specialized nature of our client relationships. When natural liquidity does not exist, our sales traders are skilled at executing large and complex orders while protecting our clients’ anonymity and minimizing the impact in the market. We will also often employ advanced execution strategies to complete trades in displayed and non-displayed markets.
Dahlman Rose has sales & trading offices in New York, San Francisco, and Boston.
