Deltec Asset Management LLC
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Date updated:06-05-2008
Deltec Asset Management is an $450 million dollar hedge fund based in New York City. Spun out of Kidder Peabody, Deltec is run by John Gordon and Arthur Byrnes. Gordon’s father, Al Gordon, started Kidder in 1931, started Deltec in 1985, and still occasionally comments on the markets. From a recent profile of him in Bloomberg:
When it comes to investing, Gordon looks for companies that will grow for years, says Arthur Byrnes, who is co-head of Deltec Asset Management with Gordon's son John.
"Despite the fact that he's an old man, he buys things not for a quick trade,'' Byrnes says. "Al is a long-term investor, if you can believe that someone who's 105 years old can be a long-term investor.''
Gordon favors countries with economies that will support growth, and he says the U.S. has too much debt. He says he liked Petroleo Brasileiro partly because South America had been successful for Kidder. Wal-Mart de Mexico and EnCana, Canada's largest natural-gas producer, may grow, he says.
"I read that Wal-Mart was stationary but Wal-Mart's Mexican subsidiary was on the move so that was enough for me so I bought quite a bit of Wal-Mart Mexico,'' he says. "EnCana was owned by the Canadian Pacific Railroad and so you knew that its background was business, not government.''
As of 3-31-08 filing.
-
PBR-A
Petroleo Bras Pet - $42.65
- -0.26%
- $42.25
No Analysis added
-
UBB
Ubb - $0.00
- N/A
- $N/A
No Analysis added
-
CIB
Bancolombia Sa - $41.33
- +0.07%
- $41.05
No Analysis added
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VCP
Votorantim Celulo - $15.14
- +0.93%
- $14.82
No Analysis added
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CPA
Copa Holdings S.a - $44.72
- +3.52%
- $43.02
No Analysis added
-
CPL
Cpfl Energia Sa A - $55.86
- +0.70%
- $55.51
No Analysis added
-
APC
Anadarko Petroleu - $64.83
- -1.74%
- $65.04
No Analysis added
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CIG
Comp Energ Cemig - $16.36
- +0.55%
- $16.08
No Analysis added
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