NIMBLE
INNOVATIVE
GLOBAL

Why Devlin Capital?​

Devlin Capital is a globally connected investment firm uniquely able to bring new financial technology and innovation to our clients. The five partners collectively have over a century of capital markets experience in Asia, Europe, the US and Canada.

The partners are recognized as industry leaders in macro-economics, structured finance, derivatives trading and risk management across diverse asset classes (currencies, interest rates, credit risk and options). We are distinctively capable of identifying opportunities in the global market and delivering these opportunities to institutional investors and high net worth individuals.

Our team members have successfully navigated every major global financial crisis over the past three decades. All the partners have managed significant portfolios at premier global investment firms. Our history of taking a disciplined approach to planning for and managing “draw downs” during market corrections is unique. Our approach is to identify cheap risk premiums available in the market, and then structure portfolios to ensure relative stability during bear markets. 

We are also targeting strategies that have low correlations to traditional stock and bond funds. Our ability to understand complex structured financings and derivative contracts allows us to safely access excess returns not fully understood by other market participants. We take a holistic approach to ESG to fully understand both positive and negative externalities associated with our investments. Our clients can obtain favourable returns by locking up their money in private opportunities and investing in “non-consensus” sectors of the global marketplace.

Meet The Team

Ed Devlin – Founder

 

 

IN THE NEWS

April 10th 2024: Ed joins BNN ahead of BoC’s policy rate announcement

March 18th 2024: Ed joins Financial Post for interview: shares thoughts on future BoC interest rate policy and the Canadian economy

March 11th 2024: Ed joins David Rosenberg for BNN interview on the Canadian economy, policy rate expectations, and investment recommendations.

January 30th 2024: Ed discusses Canadian and US economic outlook with David Rosenberg on BNN

January 24th 2024: Ed Devlin joins BNN panel to discuss the Bank of Canada’s latest decision to hold rates steady.

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 CD HOWE INSTITUTE

Ed Devlin is a Senior Fellow at the CD Howe Institute. Listed below are his most recent articles published by the institute.

June 27th 2023:  Devlin, Forssell – Federal Mortgage-Bond Consolidation Should be a Non-Starter
November 22nd 2022:  The Consequences of the Bank of Canada’s Ballooned Balance Sheet
August 22nd 2022:  Devlin, Forssell – Quantitative Tightening May Cause Unexpected Trouble

An independent investment firm with strategies designed to consistently deliver attractive absolute returns in an uncertain interest rate environment. Client returns are the priority, not asset or revenue growth.

Our fundamental approach is to realize long-term value. Our strategies embrace innovation and change to unlock fundamental value.

Our global approach is nimble to avoid “diseconomies-of-scale” or “crowded trades.” We strive to deliver attractive global opportunities that have low correlations to investors’ existing portfolios.

Our Strategies

Devlin Capital will be offering a Total Return Bond Fund we believe is particularly timely for an increasingly uncertain bond market.

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BRIAN HAND FOUNDATION

Our dear friend, Brian Hand, tragically left us in 2015 after a heroic battle with cancer. Brian was one of the most respected members of the investment banking community in Canada. Brian was a terrific humanitarian and a brilliant intellectual who was committed to life long learning. Brian graduated from the University of Toronto with a PhD in Theoretical Physics in 1997. The Foundation is dedicated to helping those in need and promoting literacy around the world.

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