Portfolios

Global Equity-Income Portfolio

The search for income has now become a global quest, one which will be guided by Delta’s management team. With our extensive experience in global equity management, Delta has accumulated a large list of high yielding global equities. For the client who is looking to diversify internationally while at the same time maximizing income, the DGA Global Income Portfolio is the solution. The manager will monitor yield sustainability while maintaining a nimble portfolio which enables him to take advantage of temporarily high yielding equities.

Global Hard Assets Portfolio

In this environment investors are looking to protect their assets against the perils of inflation. In order to help clients do so DGA has created the unique Global Hard Assets portfolio. DGA managers will invest in a mix of precious metals, commodities, and foreign currency assets in order to give clients hard asset exposure. As DGA managers see short term shifts in the prices of these assets and the relative impact of inflation, they will position your portfolio to maximize returns.

Absolute Return Portfolio

For those investors looking to not only get Beta exposure but to also find a way to derive excess returns in any market direction, DGA has created the Absolute Return portfolio. This portfolio will employ both long and short strategies as the managers see fit. In order to take advantage of every market move the absolute return portfolio will look for extreme mispricing in either direction in order to provide maximum returns in any market environment.

Domestic Benchmarked Alpha Portfolio

This portfolio, actively managed by a DGA manager, gives you exposure to Beta risk. This Beta risk is enhanced by the expertise and screening capabilities of DGA managers in order to augment the market’s return. When our managers expect the market to underperform we will take steps to hedge your exposure while at the same time making sure you are still participating in the market return. When our managers expect a breakout to the upside your portfolio will be positioned to maximize the return from this move.

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