Company Overview
Mercator Asset Management, L.P. is an asset management firm founded in 1984 and located in Boca Raton, Florida. Mercator manages international equity mandates for institutional clients, including corporate and public retirement plans, endowments, and foundations. The firm is a limited partnership, and as of March 31, 2008, managed over $10 billion in assets including separate accounts and commingled funds. The firm manages money for several of the largest U.S. corporate and public pension plans.
Mercator adheres to a relative value, bottom-up approach and has a long-term investment horizon. The goal is to provide superior investment returns for clients through broadly diversified portfolios, typically made up of 50 stocks from about 15 countries and 25 industries.
The investment team, comprised of six highly qualified members, averages 25 years of investment experience and focuses its efforts on research. The firm believes that value added is from the fundamental analysis and stock selection skills of its professionals.
Our Philosophy
Mercator's goal is to provide superior investment returns for its clients through value-oriented, broadly diversified portfolios. The firm's approach is to identify attractive, undervalued securities and to select those that have good prospects either for a recovery in earnings or for growth in earnings over the long term.
With this bottom-up approach, Mercator also believes in being well diversified by country and industry to reduce portfolio risk. In addition, portfolio returns benefit from the firm's five year average holding period which minimizes transaction costs and management expenses. Portfolios are typically fully invested.
Client Types
 | Corporate and Public Retirement Plans |
| Taft-Hartley |
| Trusts |
| Foundations |
| Endowments |
Investment Services
| Separate Accounts |
| Other Products |
Investment Team
John G. Thompson, CFA
General Partner
40 years of experience
 | John Thompson is a founder of Mercator and a generalist on the investment team. Prior to founding Mercator in 1984, he was Vice President and Director of Research for Templeton Investment Counsel. He began his career as an analyst for Atlantic Investment Partners, and later served as Vice President and portfolio manager at Scudder, Stevens and Clark. John received his MBA from the University of Miami and a BS from Florida Atlantic University. He is a CFA® charterholder and a member of the Investment Adviser Association and the South Florida Financial Analysts Society. |
Peter F. Spano, CFA
General Partner
40 years of experience
 | Peter Spano is a founder of Mercator and a generalist on the team. He began his career in 1968 as an officer and portfolio manager with The Chase Manhattan Bank, and then Flagship National Bank of Miami (now SunTrust). For several years, Pete was Director of Investments for American Birthright Trust, an investment adviser to mutual funds. Prior to Mercator, he served as Vice President and Chairman of the Portfolio Management Committee at Templeton Investment Counsel. Pete received his MBA from Baruch College (City University of New York) and his BBA from St. John's University. He is a CFA® charterholder and a member of the Investment Adviser Association and the South Florida Financial Analysts Society. |
James E. Chaney
General Partner
22 years of experience
 | James Chaney serves as a portfolio manager and analyst and is responsible for the Japanese and Scandinavian markets. Jim began his career in 1985 as Vice President of International Equities at General Electric Investments. In 1991 he joined Templeton Investment Counsel and became an Executive Vice President, managing $5.2 billion in international equity assets. In 1996 he joined Hansberger Global Investors and, until joining Mercator, was Chief Investment Officer. Jim received his MBA from Columbia University Graduate School of Business, a MS from Northeastern University, and a BS from the University of Massachusetts. He is a member of the CFA Institute and a member of the Investment Adviser Association and the South Florida Financial Analysts Society. |
Barbara J, Trebbi, CFA
General Partner
20 years of experience
 | Barbara Trebbi is a portfolio manager and analyst and is currently responsible for France, Germany, Switzerland, Netherlands and Austria. She began her career at Mackenzie Investment Management as a research analyst focusing on international equities. From 1995 she served as Vice President of Mackenzie, specializing in the Asian region. In 1995 she became Senior Vice President and Managing Director of International Equities at Ivy Management, a wholly-owned subsidiary of Mackenzie, and had direct responsibility for several international equity portfolios. Barbara has a Graduate Diploma from the London School of Economics and Political Science, and a BS degree from the University of Florida. She is a CFA® charterholder and a member of the South Florida Financial Analysts Society, where she served as President from 1994 to 1995. |
Gary R. Clemons
General Partner
18 years of experience
 | Gary Clemons is a portfolio manager and analyst at Mercator and is responsible for Australia, New Zealand and Asia ex-Japan. Prior to Mercator, he served as Deputy Director of Research and Executive Vice President at Templeton Investment Counsel in Ft. Lauderdale, where he managed $3 billion in international equities. From 1990 to 1993 he served as a research analyst and portfolio manager at Templeton Quantitative Advisors in New York, a subsidiary of Templeton International. Gary holds an MBA from the University of Wisconsin and a BS degree from the University of Nevada. In addition, he served as an officer in the United States Marine Corps from 1981 to 1985. He is a member of the South Florida Financial Analysts Society. |
Robert Mazuelos
Senior Vice President
17 years of experience
 | Robert Mazuelos serves as a research analyst at Mercator and is responsible for the United Kingdom and Latin America. Prior to Mercator, he served as a Senior Vice President, portfolio manager and analyst at Hansberger Global Investors in Fort Lauderdale from 1995 to 2008. While managing $1.3 billion in assets, his research responsibilities included global sector and geographic coverage, with special emphasis on Latin America. Prior to Hansberger, Robert was a performance analyst at Templeton Investment Counsel in Fort Lauderdale from 1991 to 1995. Robert completed his MBA at Florida Atlantic University and earned a BS degree from the University of Florida. He is also a member of the CFA Society of South Florida. |
Charles F. Radtke, CFA
Senior Vice President
14 years of experience
 | Charles Radtke serves as a research analyst at Mercator and is responsible for Canada, Italy, Spain, Portugal, and Emerging Europe, Middle East and Africa. Prior to Mercator, he was with INVESCO Global Asset Management in Atlanta from 2000 to 2007, most recently serving as a partner and portfolio manager helping manage $18 billion of equities. From 1994 to 2000, Charlie had been with Templeton Worldwide, where he was a Vice President, portfolio manager and analyst, responsible for non-US equity portfolios and research on European and Asian companies. Charlie earned an MBA from the University of Wisconsin and a BS degree from Marquette University. He is also a CFA® charterholder and a member of the CFA Society of South Florida. |
Contact Mercator
Corporate Headquarters
Mercator Asset Management
Tel: 561-361-1079
For more information, contact Alwyn Taylor at alwyn@mercatorasset.com.
Boca Center
5200 Town Center Circle, Suite 550
Boca Raton, Florida 33486
Fax: 561-368-8010
Directions to our office:
Mercator's office is about a 30 minute drive from either Palm Beach International Airport or Fort Lauderdale-Hollywood International Airport.
From the South (Ft. Lauderdale) From the North (West Palm Beach) I-95 North Exit Palmetto Park Road (exit #44, old exit #38) Turn left onto West Palmetto Park Road Turn right onto Military Trail (2nd light) Go north on Military At second light, take right onto Town Center Circle Take third left and proceed into parking garage Take elevator to first floor, to South Tower walkway Take Tower elevator to 5th floor (suite 550) I-95 South Exit Glades Road (exit #45, old exit #39) At light, turn right and head west on Glades At second light, turn left onto Butts Road Go through one light and at next stop sign, turn left Follow to next light, staying in middle lane Go straight ahead, crossing Military Trail, to enter Town Center Circle Take third left and proceed into parking garage Take elevator to first floor, to South Tower walkway Take Tower elevator to 5th floor (suite 550) The information on this website shall not be construed as advice, or as a solicitation to buy or an offer to sell any security or product. Copyright © 2002-2008, Mercator Asset Management® All rights reserved. 