Delphi Value Investments, LLC

Delphi Value Investments provides discretionary portfolio management to private individuals and businesses through separately managed accounts (regular, joint, IRAs, Roth IRAs and trusts), primarily investing in common stocks while retaining the ability to use derivatives, convertibles, preferreds, debt and other instruments. The firm targets investors with a long-term horizon of three years or more who seek exposure to undervalued equity securities and maintains a stated minimum investment of $100,000 (negotiable in some cases).

The firm follows a bottom-up, fundamental value approach—analyzing business operations and financial statements to estimate conservative intrinsic value and purchase securities trading at a perceived discount—running concentrated portfolios typically in the range of 6–30 positions and expecting to hold many investments for years. Accounts are managed on a discretionary basis, trades are often executed in block transactions and allocated across accounts to ensure consistent pricing, and the firm uses Interactive Brokers for custody, execution and research.

Noteworthy operational features include that the firm’s principal maintains full‑time employment outside the advisory business and is generally available for client meetings by request, a schedule the brochure describes as compatible with a low‑turnover, research‑intensive strategy. The adviser also has an explicit client acceptance policy—declining prospective clients whose goals do not align with its investment practices—and discloses that the advisor invests personal accounts alongside clients, with block allocations and a formal code of ethics to address potential conflicts.