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🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
Delaware Small Cap Core Fund Institutional Class (DCCIX)
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27.72
-0.29
-1.04%
- Morningstar Rating:
- Total Assets: 5.35B
Delaware Small Cap Core I
27.72
-0.29
-1.04%
- Overview
- Profile
- Historical Data
- Holdings
Delaware Small Cap Core Fund Institutional Class Overview
On this page you'll find an in-depth profile of Delaware Small Cap Core Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DCCIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies (80% policy). The fund's manager considers small-capitalization companies to be companies within the market capitalization range of the Russell 2000 ® Index at the time of purchase.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David E. Reidinger | Portfolio Manager, Analyst | 2016 | Now |
| Biography | David E. Reidinger Vice President, Senior Portfolio Manager David E. Reidinger joined Macquarie Investment Management (MIM) in October 2016 as a senior portfolio manager on the firm’s US Core Equity team. He also performs analysis and research to support the portfolio management function. From June 2004 to September 2016, Reidinger was a senior analyst and portfolio manager at Chartwell Investment Partners, where he worked on the firm’s small- and mid-cap growth strategies. Before that, Reidinger was a portfolio manager with Morgan Stanley Investment Management from 2000 to 2003, and a senior equity analyst with Tiger Management from 1998 to 2000. Reidinger began his career in 1993 as an equity research analyst with Goldman Sachs. With more than 20 years of experience as an analyst, he has covered a broad range of industries within the information technology, consumer, and industrial sectors. Reidinger earned bachelor’s degrees in both mathematics and economics from Fordham University, and an MBA from Columbia Business School. | ||
| Christopher S. Adams | Senior Portfolio Manager | 2004 | Now |
| Biography | Christopher S. Adams, CFA Vice President, Senior Portfolio Manager Christopher S. Adams is a senior portfolio manager on the firm’s US Core Equity team and performs analysis and research to support the portfolio management function. He joined the team in 2000 and became a portfolio manager in November 2004. Prior to joining Macquarie Investment Management (MIM) in 1995 as assistant vice president of strategic planning, Adams had approximately 10 years of experience in the financial services industry in the United States and United Kingdom, including positions with Coopers & Lybrand, The Sumitomo Bank, Bank of America, and Lloyds Bank. Adams holds both bachelor’s and master’s degrees in history and economics from the University of Oxford, England, and received an MBA with dual concentrations in finance and insurance/risk management from The Wharton School of the University of Pennsylvania. He is a past president of the CFA Society of Philadelphia. | ||
| Michael S. Morris | Senior Portfolio Manager | 2004 | Now |
| Biography | David E. Reidinger Vice President, Senior Portfolio Manager David E. Reidinger joined Macquarie Investment Management (MIM) in October 2016 as a senior portfolio manager on the firm’s US Core Equity team. He also performs analysis and research to support the portfolio management function. From June 2004 to September 2016, Reidinger was a senior analyst and portfolio manager at Chartwell Investment Partners, where he worked on the firm’s small- and mid-cap growth strategies. Before that, Reidinger was a portfolio manager with Morgan Stanley Investment Management from 2000 to 2003, and a senior equity analyst with Tiger Management from 1998 to 2000. Reidinger began his career in 1993 as an equity research analyst with Goldman Sachs. With more than 20 years of experience as an analyst, he has covered a broad range of industries within the information technology, consumer, and industrial sectors. Reidinger earned bachelor’s degrees in both mathematics and economics from Fordham University, and an MBA from Columbia Business School. | ||
| Francis X. Morris | CIO | 2004 | Now |
| Biography | Francis X. Morris joined Macquarie Investment Management (MIM) in 1997 as a vice president and portfolio manager, and became the chief investment officer for US Core Equity investments in 2004. He is a member of the MIM Global Management Committee and a former Trustee for the Macquarie Management Holdings, Inc. 401(k) and Retirement Plan. Prior to joining the firm, Morris was vice president and director of equity research at PNC Asset Management. He received a bachelor's degree from Providence College and holds an MBA from Widener University. He is a former member of the Business Advisory Council of the Providence College School of Business. Morris is a past president of the CFA Society of Philadelphia and is a member of the CFA Institute. He is a former officer of the National Association of Petroleum Investment Analysts. | ||
| Donald G. Padilla | Senior Portfolio Manager | 2004 | Now |
| Biography | Donald G. Padilla, CFA Vice President, Senior Portfolio Manager Donald G. Padilla is a senior portfolio manager on the firm’s US Core Equity team and performs analysis and research to support the portfolio management function. He joined the team in 2000 and became a portfolio manager in November 2004. Padilla joined Macquarie Investment Management (MIM) in 1994 as assistant controller in the firm’s treasury function, responsible for managing corporate cash investments, developing financial models, and overseeing the financial operations of the Lincoln Life 401(k) annuities segment. Prior to joining the firm, he held various positions at The Vanguard Group. Padilla holds a bachelor’s degree in accounting from Lehigh University, and he is a member of the CFA Society of Philadelphia. | ||
| McAfee S. Burke | Asst. PM & Research Anayst | 2015 | 2015 |
| Biography | MCAFEE BURKE, CFA®, Portfolio Manager for the Small Cap Value and SMID Cap Value strategies and Research Analyst. As a Research Analyst at KCM, Mr. Burke is responsible for selecting and monitoring securities within the consumer and industrials sectors of KCM’s universe. McAfee joined Kennedy Capital in October 2015. Mr. Burke began his investment career in 2005, and prior to joining KCM he worked as a portfolio manager and senior equity analyst for Delaware Investments for 8 years. McAfee earned a B.A. in Economics and Spanish from Bowdoin College. | ||
| Parshv A. Shah | Vice President | 2011 | 2012 |
| Biography | Parshv A. Shah, CFA,Vice President, Portfolio Manager, Equity Analyst, who joined Delaware Investments' as an equity analyst in 2005, is a portfolio manager on the Core Equity team. He also performs analysis and research to support the portfolio management function. His main areas of focus include analysis of the business services, media and telecommunications sectors in addition to various technology industries. Prior to joining the Core Equity team, Shah worked for Lincoln Financial Group, in various strategy and investment management functions. He received a bachelor's degree in finance from Villanova University and is a member of the CFA Society of Philadelphia. | ||
| Christopher S. Beck | Vice President | 1998 | 2004 |
| Biography | Christopher S. Beck leads Delaware Management Company's US Small-Mid Cap Value Equity team. He is also a member of the Macquarie Investment Management (MIM) Global Management Committee. Prior to joining MIM in 1997 as a vice president and senior portfolio manager, he was vice president at Pitcairn Trust from 1995 to 1997, where he managed small-capitalization stocks and analyzed equity sectors. Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust. Beck earned a bachelor's degree at the University of Delaware and an MBA from Lehigh University, and he is a member of the CFA Society of Philadelphia and past president of the Wilmington Society of Securities Analysts. | ||
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