Deltec Asset Management LLC and Integra Capital Limited to Offer Canadian Pooled Trust

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New agreement will market equity portfolio managed by Deltec Asset Management LLC based in New York, New York to institutional clients in Canada.

Deltec Asset Management LLC - Integra Capital Limited
Deltec and Integra have agreed to offer a Canadian pooled trust that invest in emerging markets stocks.

Deltec Asset Management LLC an investment-management firm based in New York, New York and Integra Capital Limited, a Canadian investment-management firm based in Oakville, Ontario, have agreed to offer a Canadian pooled trust that invest in emerging markets stocks.

Marketing of the new pooled trust will begin in October. Deltec and Integra plan to open the pooled trust for investment by Canadian institutions as prospective clients come forward. The pooled trust will pursue a long term capital growth strategy by investing in a concentrated portfolio of equities in developing countries with superior economic fundamentals. This strategy utilizes top down country and sector selection combined with bottom up security selection resulting in a portfolio of 35-45 emerging markets stocks.

Lead Portfolio Manager Gregory J. Lesko CFA with assistance from Portfolio Manager Timothy S. Hall will oversee this strategy. They are supported by a team of fifteen operations and business professionals at Deltec.

Founded in Brazil in 1946, Deltec is an employee-owned private investment manager. Deltec Asset Management LLC offers emerging markets equity, income and debt mandates to both institutions and individuals. Deltec manages approximately $700 million in assets, as of September 30, 2012.

Integra Capital Limited, based in Oakville, Ontario, is a Canadian investment management firm managing C$1.5 billion with an additional C$1.7 billion in assets administered by the Integra Group of companies through our Global Advisors platform for a total C$3.2 billion in assets under administration as of June 30, 2012. Integra works with institutional investment managers from Canada and around the world to provide investment solutions specifically tailored to the needs of its clients. The Integra Group of companies has over 25 years of investment experience providing single and multi-manager investment services to institutional investors. Integra is 90.5% owned by key personnel.

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