Delafield Fund (DEFIX)
The managers of Delafield invest across all market capitalizations in their pursuit of undervalued companies. “We’re trying to find a company where there is fundamental change that may be underway and the market hasn’t identified it,” says co-manager Vincent Sellecchia. Generally, the fund holds companies with market caps between $1 billion and $10 billion. Over the past 10 years, the fund has returned an annualized 12 percent.
Read more about Delafield Fund.