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Jackson Square Large-cap Growth Fund Investor Class (DUGAX)

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18.50 -0.03 -0.16%

05/09 - Closed. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Delaware Funds by Macquarie

Asset Class: Equity

Morningstar Rating:
Total Assets: 87.01M

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Jackson Square Large-cap Growth Fund Investor Class Overview

On this page you'll find an in-depth profile of Jackson Square Large-cap Growth Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of DUGAX among other information.

Investment Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000® Growth Index. It may invest in real estate investment trusts (“REITs”). The fund is non-diversified.

Contact Information

Address 101 California St Suite 3750
San Francisco,CA 94111
United States

Phone -

Web www.jspfunds.com

Top Executives

Name	Title	Since	Until
Brian Tolles	Portfolio Manager	2023	Now
Biography	Brian Tolles joined Jackson Square in February 2016. Prior to joining Jackson Square, he was an investment banking analyst at Qatalyst Partners from June 2014 to January 2016, focusing on technology companies. He received a bachelor’s degree from the Wharton School of the University of Pennsylvania.
William Montana	Portfolio Manager	2019	Now
Biography	William Montana, a portfolio manager and analyst, joined Jackson Square Partners in September 2014. Previously, he was an associate at TPG Capital, a private equity firm, and focused on growth capital opportunities (2011 to 2014). Prior to that, he was an investment banking analyst at Goldman Sachs and focused on financial institutions.
Christopher M. Ericksen	Vice President	2005	2023
Biography	Christopher M. Ericksen, portfolio manager and analyst, joined Jackson Square Partners in April 2014. Previously, he was a vice president, portfolio manager and analyst at Delaware, and was a portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2004, he was a vice president at Goldman Sachs in investment banking and investment management (1994 to 2004).
Jeffrey S. Van Harte	Portfolio Manager	2005	2023
Biography	Jeffrey S. Van Harte, chairman and the chief investment officer, joined Jackson Square Partners in April 2014. Previously, he was a senior vice president and the chief investment officer at Delaware, and was the chief investment officer for its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and executive vice president at Transamerica Investment Management (1980 to 2005).
Daniel J. Prislin	Portfolio Manager	2005	2021
Biography	Daniel J. Prislin, portfolio manager and analyst, joined Jackson Square Partners in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1998 to 2005).
Christopher J. Bonavico	Portfolio Manager	2005	2020
Biography	Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005).
Gerald S. Frey	Vice President and Portfolio Manager	2003	2005
Biography	Frey is vice president and portfolio manager with the Delaware Investments, his employer since 1996. Previously, he was a senior director with Morgan Grenfell Capital Management, where he managed technology-related stocks. He also served as vice president with Chase Investors Management Corporation.
Francis J. Houghton	Vice President, Portfolio Manager	1999	2003
Biography	Houghton serves as vice president and portfolio manager with Delaware Investments, his employer since March 2000 as a result of the consolidation of Lynch & Mayer into Delaware Investments. He had been with Lynch & Mayer since 1990. Previously, he was chairman of BMI Capital from 1984 to 1990. Prior to that, he was a portfolio manager with Neuberger & Berman from 1977 to 1984. From 1969 to 1977, he was a partner with Oppenheimer & Company.
Edward Petner	CEO, CFO	1997	2000
Biography	Petner is chief executive officer and chief financial officer with Lynch & Mayer, his employer since 1983.
Anthony A. Segalas	-	1996	1997

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