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The Tocqueville Phoenix Fund (DEFIX)

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Delafield Fund historical data, for real-time data please try another search
20.99 -0.04    -0.19%
17/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 130.19M
Delafield Fund 20.99 -0.04 -0.19%

DEFIX Overview

 
On this page you'll find an in-depth profile of The Tocqueville Phoenix Fund. Learn about the key management, total assets, investment strategy and contact information of DEFIX among other information.
Category

Small Value

Total Assets

130.19M

Expenses

1.25%

Inception Date

34292

Contact Information

Address 40 West 57th St. 19th FL
New York,NY 10019
United States
Phone +1 212 6980800

Top Executives

Name Title Since Until
Michael V. Sellecchia Portfolio Manager 2021 Now
Biography Michael V. Sellecchia has been a co-portfolio manager of the Tocqueville Phoenix Fund since February 2021. Mr. Sellecchia joined the Advisor in 2009 and was a Research Analyst from September 2009 to January 2021. Prior to joining Tocqueville, he spent one year at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Earlier, he spent two years with a small private equity firm and one year with UBS doing equity research. Mr. Sellecchia received his B.A. in Economics from Boston College.
James Maxwell Portfolio Manager 2016 Now
Biography James Maxwell (b. 1981), is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Maxwell joined Tocqueville in 2009 and is a co-manager. Prior to joining Tocqueville, Mr. Maxwell spent three years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Mr. Maxwell graduated Cum Laude with a double major in Finance and Economics from Northern Arizona University. He also holds the CFA designation. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Joshua Kaufthal Portfolio Manager 2016 2020
Biography Joshua Kaufthal (b. 1974), is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Kaufthal joined Tocqueville in 2009 and is a co-manager. Prior to joining Tocqueville, Mr. Kaufthal spent six years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Earlier, he spent three years as an Associate Analyst in the equity research department at UBS, where he covered broadline retail stocks. He began his career at Bear Stearns, where he was a financial analyst in the firm’s natural resource investment banking group. Mr. Kaufthal earned a B.A. in Communications from the University of Pennsylvania.
J. Dennis Delafield Managing Director 1993 2020
Biography J. Dennis Delafield, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Delafield joined Tocqueville in September 2009. Prior to joining Tocqueville, Mr. Delafield was a Managing Director of Reich & Tang Asset Management, LLC which had joined with Mr. Delafield’s Delafield Asset Management, Inc. in 1991. Mr. Delafield founded Delafield Asset Management, Inc. in 1980, after leaving David J. Greene as a Managing Partner, where he was for ten years. Mr. Delafield joined Sterling, Grace & Co. in New York in 1959 where he became the Partner in charge of research in their investment advisory services area. He started his career in 1957 at Security Associates, Inc. in Winter Park, Florida. Mr. Delafield received a BA from Princeton University in 1957 and achieved his Chartered Financial Analyst designation in 1968.
Vincent Sellecchia Senior Portfolio Manager 1993 2019
Biography Vincent Sellecchia, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Sellecchia, joined Tocqueville in 2009. Prior to joining Tocqueville in 2009, Mr. Sellecchia was a Managing Director at Reich & Tang Asset Management LLC. Mr. Sellecchia was associated with Reich & Tang Asset Management LLC in an investment advisory capacity since September 1991. Mr. Sellecchia received his BA from Boston College in 1974 and a MBA from New York University in 1976. He achieved his Chartered Financial Analyst designation in 1980.
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