A thoughtful approach to capital appreciation

The Delafield Fund attempts to take a more thoughtful investment approach while seeking to provide above-average returns and limiting downside risk.

Philosophy – Key to the fund’s investment philosophy is our fundamental belief that capital preservation is as important to investment success as capital appreciation. The fund’s value-focused investment style emphasizes absolute returns over relative returns, and aims to limit market risk through careful stock selection.

Process – Bottom-up fundamental analysis is at the core of our investment decisions for the fund. We follow a disciplined process that is aimed at uncovering the hidden value in the small- and mid-cap markets.

Portfolio managers – As the fund’s managers, we have managed money as a team since 1980. The fund’s portfolio management team includes J. Dennis Delafield, CFA and Vincent Sellecchia, CFA. Together, we have a combined 80-plus years investment experience.

The goal – to provide our shareholders with the kind of disciplined, institutional investment approach that is most closely associated with high-net-worth investors.

If you are interested in viewing other products managed by Delafield Asset Management you can do so by going to the following internet site: www.reichandtang.com or by calling 212-830-5200 or 800-676-6779.


 
 

Delafield Fund, Inc. is distributed by Natixis Distributors, L.P. (member FINRA),
399 Boylston Street, Boston, MA 02116

If you are a shareholder and want to learn more about the investment approach of the Delafield Fund, please contact your financial advisor or the Delafield Fund's Transfer Agent at 800-221-3079. If you are a financial advisor or a registered investment advisor, please contact Natixis Global Associates at 800-862-4863 and ask for a free prospectus, which contains more information including charges and other ongoing expenses. Investors should consider a fund’s objective, risks, and expenses carefully before investing.

Investment Products Offered:
Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

Delafield Fund, Inc. and other Reich & Tang funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.


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