Deltec Asset Management LLC Portfolio - Stockpickr! Your Source for Stock Ideas

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 Brasilei
$35.89
0.00%
$35.86

No Analysis added

People owning PBR-A also tend to own: ABV AMX APC BBD BDC CIB CIG

TheStreet.com Rating: No Rating What is this?

UBB
Unibanco-uniao De
$67.24
-2.21%
$66.38

No Analysis added

People owning UBB also tend to own: AEOS AINV CVH DRE IDCC MRH NFLD

TheStreet.com Rating: D- What is this?

CIB
Bancolombia Sa
$30.80
0.00%
$31.02

No Analysis added

People owning CIB also tend to own: AMKR AOB COGO CUP ECFL.PK EZPW FRPT

TheStreet.com Rating: C+ What is this?

VCP
Votorantim Celulo
$12.26
0.00%
$12.59

No Analysis added

People owning VCP also tend to own: AOD HSVLY IFN ING PDS TNH TRMD

TheStreet.com Rating: D What is this?

CPA
Copa Holdings S.a
$38.01
0.00%
$36.24

No Analysis added

People owning CPA also tend to own: AIG COP DCS HAWK KGC MA MWE

TheStreet.com Rating: C What is this?

CPL
Cpfl Energia Sa
$49.14
0.00%
$49.70

No Analysis added

People owning CPL also tend to own: CAB GOOG MO TXRH ABR ACH AIB

TheStreet.com Rating: B- What is this?

APC
Anadarko Petroleu
$49.70
0.00%
$49.77

No Analysis added

People owning APC also tend to own: ACI AINV ANR BBD BTU CHK CMCSK

TheStreet.com Rating: C What is this?

CIG
Companhia Energet
$13.54
0.00%
$13.53

No Analysis added

People owning CIG also tend to own: AAPL ELP EWJ FXI VNT YHOO CVC

TheStreet.com Rating: C What is this?

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