01
Introduction
At DKAM, we believe that successful investing is built on a disciplined process, attention to detail, intellectual curiosity, and a healthy dose of humility. These principles are the foundation of the trust we strive to earn - both from our investors and from the companies in which we invest.
Our name, Drummond, derives from the Gaelic word for "ridge" or "higher ground"; symbolising our commitment to continually raise our standards - refining our investment process, improving performance, and growing as individuals.
Our founder, Lindsay Taylor, born in Australia and a Scot by heritage, returned to Sydney in 2019 after nearly two decades with world-renowned investment firms across leading global financial centers. He brings a differentiated blend of investment experience and deep expertise in risk management and portfolio construction - disciplines that guide every decision we make. This approach shapes how we identify opportunities, generate ideas, and build portfolios designed to capitalise on cyclical mispricing.
02
Team
Our Team
The DKAM team combines decades of experience across global cyclical industries. Each member brings specialist insight developed over more than 20 years, forming a collective depth of judgement that defines our investment process.
Lindsay Taylor
Founder & CIO
Lindsay is the founder and Chief Investment Officer of Drummond Knight Asset Management and the Portfolio Manager of its two market neutral equity strategies. He has spent 15 years managing market-neutral portfolios within high-performance environments and has 25+ years of investment experience.
LinkedInChad Slater
Co-Portfolio Manager
Chad is co-Portfolio Manager of the Australia Market Neutral strategy and has known Lindsay Taylor for 20+ years. His experience straddles geographies, sectors, and asset classes with portfolio management acumen developed over 20 years in both global and domestic equity markets.
LinkedInKenneth Wan
Senior Investment Manager
Kenneth is a Senior Investment Manager at DKAM leading research coverage of Australian and Asian resources including the battery minerals chain. He has 25 years of experience in the Resources sector including 2+ years at Citadel, Balyasny and Millennium managing market-neutral portfolios focused on the Materials, Energy, Industrials, and Utilities sectors in Asia and Australia.
LinkedInJames Eginton
Senior Investment Manager
James is a Senior Investment Manager at DKAM leading research coverage of the upstream Metals & Mining, Precious Metals, and Energy chains within the Americas and Europe primarily for the Global strategy. He has c.20 years of buy side experience across his industries.
LinkedInDuncan Simmonds
Senior Investment Manager
Duncan is a Senior Investment Manager at DKAM leading coverage of the European & Americas downstream materials chain encompassing Chemicals, Aluminium, Aggregates, and Agriculture primarily for the Global strategy. He has c.30 years of mining and energy sector research experience across buy side and sell side.
LinkedInTom Quarmby
Senior Investment Manager
Tom is a Senior Investment Manager at DKAM and leads coverage of the cyclical Financials sector (Banks, Diversified Financials, Insurers, Real Estate), primarily for the Australian Market Neutral strategy. He has c.30 years of experience on buy side and sell side spent mostly in Hong Kong and Boston.
LinkedInHamish Murray
Investment Manager
Hamish is an Investment Manager at DKAM covering the diverse Industrials sector in Australia. He has c.15 years of buyside and sell side experience across sectors in Australia, primarily focused on in cyclical industries.
LinkedInKheong Lee
COO
Kheong is the Chief Operating Officer at DKAM responsible for all middle and back-office functions, including the technology platform build-out. He has 30 years of industry experience including a decade in Singapore building emerging manager businesses.
LinkedInJason Reid
Head of Strategy & Business Development
Jason is the Head of Strategy & Business Development at DKAM responsible for capital formation, partner relationships, and various strategic internal initiatives involving team and business. He has 25+ years of experience in alternatives allocator roles across regions, primarily London and New York.
LinkedInDavid Thoms
Senior Equity Dealer
David is the Senior Equity Dealer at DKAM overseeing trade execution and broker relations. He has 20+ years as an Equity Dealer in Asian and Australian equity markets.
LinkedInMatthew Aung
Associate Investment Analyst
Matt is an Associate Investment Analyst at DKAM responsible for supporting the Senior Investment Managers by conducting financial modelling, analysis and research on cyclical companies and industries, globally. He has 3+ years of industry experience.
LinkedInAlec Peters
Associate Investment Analyst
Alec is an Associate Investment Analyst at DKAM responsible for supporting the Senior Investment Managers by conducting financial modelling, analysis and research on cyclical companies and industries, globally. He has 3+ years of buy side experience.
LinkedInEka Wijoyo
Head of Operations
Eka is the Head of Operations at DKAM, overseeing all day-to-day middle and back-office functions, and reporting directly to our COO. She has c.20 years of industry experience across Australia and Asia.
LinkedInIvan Cho
Operations Manager
Ivan is an Operations Manager at DKAM responsible for various operation functions including performance attribution reporting and risk data analysis. He has 10+ years of Australian industry experience across operations and dealing roles.
LinkedIn03
Strategy + Funds
Approach
Cyclical industries are often overlooked and neglected, creating inefficient relative pricing and opportunity. Through disciplined, intentional risk-taking and rigorous management of unintended exposures, we seek to capture the inefficiencies born from these overlooked segments.
04
Philosophy
Intentional risk taking based on focused fundamental analysis and best ideas from seasoned industry experts with minimal structural sensitivity to equity markets. That’s DKAM’s competitive advantage.
Process & People Synergies
At DKAM, process and people are inseparable. Without a disciplined framework, even the best insights lose impact. The combination of robust, transparent process with industry-leading investment talent creates a flywheel, continually driving the most attractive return per unit of risk.
Take the Right Kind of Risk
We narrow our focus to risks we understand and intend to take. Portfolios are built to amplify conviction while minimising unintended exposure, so our investors benefit from what we are good at.
Companies Matter
Fundamental research is our foundation. As others move away from deep company and industry analysis to chase a theme, we lean in; building trusted information frameworks that provide lasting competitive advantage.
Results Over Profile
We define ‘success’ as strong process-driven outcomes, not assets under management. Our focus is on delivering superior risk-adjusted returns and building long-term trust with our investors who value high quality performance over public profile.