Who we are

Background

Global Delta Capital (“Global Delta”) is an employee-owned, minority and woman-owned business specializing in international, emerging and frontier markets. The firm’s investment process fuses systematic stock selection investing with evolving fundamental thematic views to drive performance and impact.

Culture

Our team is experienced, visionary, hungry, nimble, and client-oriented. We reward creativity, collaboration, and an alpha orientation while living our values throughout our investment and business practices.

Mission

Our mission is to serve our clients by targeting high returns and high impact. We employ proven systematic frameworks to drive risk-adjusted returns. We believe our strategy leverages the power of capital to accelerate the pace of economic development around the world via the capital markets.

* The reference to the book is just informational and should not be misconstrued or relied upon as investment advice.

Team

Our investment team is comprised of seasoned investors who we believe have a history of pioneering innovative, alpha generative strategies. Our investment team, listed below, is complemented with a pool of skilled analysts, as well as experienced professionals in business development and operations to lead our client engagement and infrastructure consistent with our mission and culture.

The firm has also engaged an Advisory Committee to support the strategic growth of the business and complement leadership skills and experience. These industry professionals from highly respected organizations share the same vision of alpha generation, client success, employee development, sustainability, DEI, and market engagement.

Asha Mehta

Founder

  • Author of Power of Capital: An Adventure Capitalist’s Journey

  • Lead Portfolio Manager, Acadian, 2007-2020

  • Over 20 years of investment experience, including Goldman Sachs.

  • MBA with Honors, Wharton, University of Pennsylvania, 2002-2004

  • AB, BS, Stanford University, 1996-2000

Wes Chan

Co-Founder, Investments

  • Previously, Director, Stock Selection Research, Acadian, 2011-2018.

  • Over 25 years of investment experience, including GSAM, PIMCO, and Alpha Simplex Group.

  • Ph.D., MIT, 2002

  • BA, Princeton, 1995

Paul Erlich

Co-Founder, Investments

  • Previously, Senior Research Analyst, Acadian, 1995-2011.

  • Over 25 years of investment experience, including  New Frontier Advisors.

  • BS, Physics, Yale, 1994

Xuepeng Sun

Co-Founder, Investments

  • Previously, Senior Integration Analyst, Acadian, 2015-2019.

  • Over 20 years of investment & technology experience.

  • PhD, Theoretical Physics, Univ. of Virginia, 2002

  • BS, Univ. Of Science & Technology, Beijing, 1996

Liz Veilleux

Business Development

  • Previously, Managing Director, Client Relations/Business Development, Spouting Rock, 2021-2023.

  • Over 20 years in financial services, including Acadian, Wellington, and Summit Partners.

  • BS, Suffolk University, 2023

Cassie Williams-Jackson

Marketing & Client Service

  • Previously, Senior Director, Marketing & Client Services, First Quadrant,  2007-2022.

  • Over 30 years in financial services, including UBS Global/Brinson and Citigroup.

  • MBA, DePaul University, 1998

  • BS, University of Illinois Chicago, 1992

Andrew Maxymillian-Wheeler

Technology

  • Prior Senior Feeds Analyst, Arrowstreet Capital, 2021-2022.

  • Over 15 years of technology experience, including Chief Technology Officer, TPRV Capital.

  • BS, Computer Science, BA, Political Science, SUNY New Paltz, 2007

Brian Coad

Operations

  • Previously, COO, Cartica Management, 2012-2020.

  • Over 30 years in financial services and operations.

  • BBA, Southern Methodist University, 1991

George Kalogeropoulos

Operations

  • Previously, VP, Operations Manager, Acadian, 2006-2023.

  • Over 20 years in financial services and operations.

  • JD, Tax. New England Law | Boston, 2010.

  • BA, Isenberg School of Management, UMass Amherst, 2002
Fatima Fasih

Sustainability

  • GRI-certified; 7+ years in sustainability advisory and reporting.

  • Previously, Manager, Sustainable Development, Centre of Excellence in Responsible Business, Karachi, 2017-2019.

  • BSc Honors and MSc Sustainability Management, University of Toronto; 2009-2013 and 2014-2016

Lez Berdon

Executive Assistant

  • Previously, College Instructor.

  • BS, Information Technology, Mindanao State University – Iligan Institute of Technology

Diversity, Equity & Inclusion

As a diverse and minority-owned business, Global Delta supports industry and community initiatives that promote diversity and inclusion, both within and outside the workplace. We attempt to seek partnerships with organizations that share our commitment to diversity, equity, and inclusion, including both service providers and industry groups.

Global Delta is a Founding Signatory of the CFA Institute’s DEI Code. We are also a working group participant in Industry Diversity Advisory Committee (IDAC), which was launched in February 2020 as an independently operating forum for investment organizations to share best practices and document progress on diversity, equity and inclusion in the asset management industry.