A complete list of active advisors currently associated with Deltec Asset Management LLC
Warmer can help you find a great advisor at Deltec Asset Management LLC or one who fits your needs even better.
Deltec provides discretionary investment management to both pooled investment vehicles that it sponsors and separately managed accounts for clients such as individuals, pension and profit‑sharing plans, trusts and charitable organizations. The firm manages domestic and emerging‑market equity, debt and equivalent securities across these pooled and separate accounts. Deltec’s investment approach is actively managed and grounded in fundamental security‑level research, with an objective of earning positive absolute returns by focusing on out‑of‑favor sectors and underfollowed opportunities. The firm generally operates as a long‑only, largely unleveraged manager, while allowing certain pooled and separate accounts to hold non‑traditional or distressed instruments and to be tailored to client‑imposed restrictions. Distinctive features include Deltec’s role as adviser and sponsor to a series of private funds (for example, the Deltec Emerging Market Income Fund, Deltec Forum Fund, Deltec Emerging Market Equities, and Deltec Special Situations Partners) and the use of performance‑based compensation for some investors, with pooled vehicles that have limited liquidity and the ability to negotiate side‑letter terms. The firm’s emphasis on special situations—such as defaulted sovereign and corporate debt, syndicated loan interests, SPACs, contingent value instruments and BDCs—along with its broker platform arrangement that provides research and execution services, are notable operational characteristics; principals’ material investments in the Funds are disclosed as a factor intended to align interests.
To learn more about the advisors currently working at Deltec Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
|
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