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.
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