Our Services
We offer investment management services to Individual Investors and Financial Advisors
How We Work with Clients
Investment Management Services for Individual Clients by Delphi
Delphi offers specialized Investment Management Services directly to individual clients, featuring two distinct products: Delphi All-Cap Value and Delphi Concentrated Value. Individual investors interested in partnering with Delphi are encouraged to contact us for more information. Please note that investment minimums apply.
Client accounts are securely custodied at one of our trusted partner custody banks and are managed in strict accordance with Delphi’s investment mandate. It’s important to note that Delphi Management does not have direct custody over any client cash or securities.
For Advisors: High-Quality Value Portfolio Management with Delphi
At Delphi, we specialize in providing unique, high-quality value portfolio management strategies tailored for third-party Advisors. Our subadvisory services, available on a model-delivery basis and through various third-party platforms, are designed to help Advisors achieve their Clients’ financial goals. Explore our range of options today. For more information, contact ecampbell@delphivalue.com.
Our Investment
Strategies
Delphi All-Cap Value
Since its inception in 1980, Delphi All-Cap Value has consistently applied Delphi’s time-tested investment philosophy to a diverse range of 60-80 individual stocks. This strategy encompasses companies of all sizes, providing broad exposure across the entire market spectrum. Our approach is long-only, focusing on high-quality businesses identified through rigorous analysis and a commitment to value investing principles.
Delphi Concentrated Value
Launched in 2016, Delphi Concentrated Value takes a more focused approach, concentrating on 25-30 high-potential stocks selected from the broader Delphi universe. This strategy places a stronger emphasis on small- and mid-cap companies, seeking to capitalize on growth opportunities in these dynamic segments. By narrowing our focus, we aim to deliver superior returns through concentrated investments in undervalued stocks with significant growth potential.
To learn more about both strategies and request a detailed presentation, please contact us.
