DJYTL 
Wilkins Morency
Chief Investment Officer · International Investment
Wilkins decides where DJYTL Capital’s capital goes. Just as importantly, he decides where it does not.
He has spent more than fifteen years in investment and finance. He began on Wall Street, where he learned how large pools of money are actually moved and what the people moving them are really measuring. He left for private equity, closer to the operating reality of the businesses themselves — and then left that too.
What drew him away was physical trade. Over the years since, he has worked across Latin America, Africa and the Middle East: the markets where a commodity deal is never just a spread on a screen. It is a counterparty you have met, a jurisdiction whose rules you understand, a shipment with a route, and a financing structure that has to survive contact with all three. That work is slower than a trading floor and considerably less forgiving, and it is where he built the judgment he now applies here.
He runs DJYTL Capital’s international investment team. Every commodity project the firm backs, every trade contract it finances and every position it underwrites passes through him. He sets the terms on which the firm takes risk, and he is the one who closes the deals that follow — which means he also owns the decisions that go the other way, the ones where the answer is no.
It is a deliberately concentrated role. Capital allocation by committee tends to produce the average of everyone’s caution. Ours has a name attached to it.
