Business Details
50+ Years
experience
Trusted Investment Advisory Services in New York
Deltec Asset Management has been delivering research-driven investment solutions since 1946, guided by principles of diligent research, strategic patience, and client-centric service. Our team of seasoned professionals combines top-down and bottom-up analysis to identify undervalued assets and capitalize on global market opportunities. With a focus on multi-asset class strategies, we prioritize risk-adjusted returns through proprietary research and a disciplined decision-making process. Our organizational independence ensures client interests remain paramount, supported by transparent communication and a culture of integrity. Decades of experience across emerging markets, income strategies, and special situations position us to navigate complex financial landscapes effectively.Client retention is achieved through personalized portfolio management and a commitment to long-term relationships built on trust. Our senior portfolio managers average over 30 years of industry expertise, ensuring continuity in delivering tailored investment solutions. Integrated risk management practices safeguard client capital while maintaining adaptability to evolving market conditions. This legacy of excellence, rooted in the vision of our founder, continues to drive our approach to active management and client service.
Services
Emerging Market Equities
Emerging Market Income
Global Multi-Asset Class
Special Situations Event Driven
Core Portfolios
Details
- Year established: 1946
Highlights and features
- We average over 30 years of investment management experience per portfolio manager
- Our proprietary research identifies undervalued global market opportunities
- Client-centric approach prioritizes personalized portfolio customization
- Organizational independence ensures unwavering focus on client interests
- Integrated risk management protects capital across market cycles
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Emerging Market Equities
Our concentrated emerging market equity strategy targets 12-15 countries and 35-45 holdings through combined top-down macroeconomic analysis and bottom-up fundamental research. The portfolio emphasizes high active share positions in undervalued markets with growth potential. This approach seeks consistent outperformance through disciplined risk management and proprietary research insights.
Emerging Market Income
This income-focused portfolio selects 50-60 high-quality emerging market companies with strong balance sheets and sustainable dividend yields. We prioritize market liquidity and low leverage while maintaining diversification across 20-25 countries. The strategy aims to deliver positive absolute returns through careful security selection and macroeconomic trend analysis.
Global Multi-Asset Class
Our multi-asset class strategy combines global equities, fixed income, and alternative investments into strategically concentrated portfolios of 35-45 holdings. The 'all-weather' approach adapts to changing market conditions while maintaining high active share characteristics. Customization options allow alignment with client-specific risk-return objectives and investment mandates.
Special Situations Event Driven
This event-driven strategy capitalizes on market inefficiencies through special situations across capital structures. The eclectic portfolio avoids leverage while targeting low correlation to traditional asset classes. Opportunities include corporate restructurings, mergers, and other catalyst-driven investments requiring specialized analysis and timely execution.
Core Portfolios
Our core portfolios integrate multiple strategies into comprehensive investment solutions for institutional and private clients. The offerings combine different risk profiles and asset classes while maintaining consistent risk-adjusted return objectives. Each portfolio benefits from our proprietary research platform and experienced team's collective market insights.
People
Arthur E. Byrnes
Senior Managing Director
Manages emerging market activities with expertise in debt and equity portfolios. Serves on boards of Brazilian American Chamber of Commerce and Ecuadorian American Association. Harvard and Stanford MBA graduate with deep Latin American market knowledge.
John R. Gordon
Senior Managing Director
Oversees US equity investments and multi-asset portfolios with 35+ years experience. Former Harvard Law and Business School graduate with expertise in corporate finance and bankruptcy proceedings. Manages Deltec Forum Fund.
Denise Vitti
Managing Director
CFO/COO/CCO responsible for operations and compliance. CPA with prior experience at Lehman Brothers and Goldman Sachs. Oversees accounting functions and regulatory compliance for the firm.
Gregory Lesko
Managing Director
Portfolio manager specializing in emerging market strategies. CFA charterholder with 20+ years experience. Manages Deltec Emerging Market Equities portfolio using proprietary research methodologies.
Peter Coolidge
Managing Director
Manages special situations strategy with focus on event-driven opportunities. Former equities trader with expertise in market inefficiencies. Harvard MBA graduate with extensive capital markets experience.
Questions
What investment strategies do you offer?
We offer emerging market equities, income strategies, global multi-asset portfolios, and special situations event-driven opportunities through commingled funds and separate accounts.
How does your research process work?
Our proprietary research combines top-down macroeconomic analysis with bottom-up fundamental evaluation to identify undervalued securities and market inefficiencies across global markets.
What sets you apart from other asset managers?
Our differentiated approach combines decades of experience, concentrated portfolios with high active share, and a client-centric culture focused on long-term capital preservation.
How do you manage investment risk?
We employ integrated risk management through continuous monitoring by senior management and portfolio managers, focusing on capital protection across market cycles.
What are your minimum investment requirements?
Our minimums vary by strategy - please contact investor relations for specific details about fund requirements and separate account options.
