For more than a century, Delfin Investment has kept a single conviction at its desk: that markets reward those who read them carefully, not those who chase them loudly. Founded at the close of the nineteenth century, the firm has carried its ledgers through recessions, wars, and revolutions in technology, emerging each time with the same discipline it started with.
What began as a modest advisory office has grown into a research house trusted by institutions and private investors alike. Our analysts do not forecast headlines; they study cycles, structures, and the slow architecture of capital. It is unglamorous work, and we have always preferred it that way.
This edition opens our ledger to you: the figures behind our history, the principles behind our advice, and the door through which new clients have long been welcome. We invite you to read on, and to judge us — as markets eventually judge everyone — by the record, not the rhetoric.
“Patience and perspective” — our senior partner reflects on 125 years of market evolution, from the gold standard to digital assets. The firm’s archives contain over 2,500 original reports, each a snapshot of its time.
Did you know? Delfin’s first client was a textile merchant who invested in railroad bonds. That same family remains a client today.
Every recommendation is built on layered research — macro trends, sector fundamentals, and line-by-line balance sheets — before a single word reaches print.
A hundred and twenty-five years of records means we have already studied the cycle you are living through. Our archives are a living library of market behaviour.
Institutions and individuals alike return to us across generations, not for promises, but for a record kept plainly and audited openly. Trust, in our trade, is compounded slowly.
Our desk has been recognised eighty-nine times by the industry's own juries — not for the loudest calls, but for the most carefully argued ones. Expertise, here, is measured in decades of analysts trained under the same editorial standard: show the working, cite the source, and never mistake conviction for certainty.
With offices in London, New York, Singapore, and Frankfurt, we combine on-the-ground insight with a unified research philosophy. Our analysts speak 14 languages.
Our quarterly note on separating structural shifts from short-term turbulence, for investors who plan in years, not headlines.
A framework for balancing durable assets against emerging sectors, drawn from a century of comparable transitions.
Marking our latest analytical milestone with a look back at the patterns that recur across every market cycle we have documented.
How our advisory desk applies institutional rigor to individual portfolios, without institutional distance.
Our founder’s notes from the crash: “When margin calls become headlines, the wise have already reduced exposure.” A principle we still teach.
Delfin’s analysts were among the first to see the shift in global energy flows. Their report “Petrodollar and Portfolio” remains a classic.
While others panicked, our desk published a 90-page analysis on counterparty risk, helping clients preserve capital through the storm.
Our rapid response to the pandemic included a weekly “Dispatches from Home” series, read by over 5,000 subscribers across 40 countries.
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