We view gold as an essential component in a long-term, well-diversified portfolio. However, from time to time, we witness unusual opportunities in the gold market that warrant special attention. We currently see two highly anomalous value gaps related to gold: 1) gold relative to other financial assets; and 2) small cap gold mining equities...
Insights
Insights
The Delafield investment team discusses the quarterly results of the Delafield Fund for the period ending 12/31/2017 in their latest shareholder letter.
Read the letter [PDF]
The Delafield investment team discusses the quarterly results of the Delafield Fund for the period ending 9/30/2017 in their latest shareholder Letter.
Read the letter [PDF]
The Delafield investment team discusses the quarterly results of the Delafield Fund for the period ending 6/30/2017 in their latest shareholder Letter.
Read the letter [PDF]
Over the past several days volatility has increased in the junior gold mining sector where we have a significant exposure in the Tocqueville gold strategy. This volatility is the result of last week’s announcement that the composition of the MVIS Global Junior Gold Miners Index (MVGDXJTR) will change to allow for the inclusion of larger...
The Delafield investment team discusses the quarterly results of the Delafield Fund for the period ending 3/31/2017 in their latest shareholder Letter.
Read the letter [PDF]
The Delafield investment team discusses the quarterly results of the Delafield Fund for the period ending 12/31/2016 in their latest shareholder Letter.
Read the letter [PDF]
Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield Fund for the period ending 09/30/2016 in their latest shareholder Letter.
Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield Fund for the period ending 06/30/2016 in their latest shareholder letter.
Dennis Delafield and Vincent Sellecchia discuss the quarterly results of the Delafield Fund for the period ending 03/31/2016 in their latest shareholder letter. Read the letter [PDF]
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Tim Steele is an artist living in New York City and the founder of Tim Steele Design. As a career artist, he has also expanded into the related disciplines of interior design and contemporary structures.
With solo and group exhibitions spanning 20 years, Tim’s abstract pieces are shown in galleries, public spaces and in private collections around the world. An extension of his painting, his interior work includes NYC apartments, private homes, executive offices and entire commercial floors. With an interest in utilizing recycled and new materials, Tim is also creating modular structures that are based on shipping containers.
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