Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
👀 Ones to watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
37.79
-0.26
-0.68%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 217.77M
Ivy Global Growth I
37.79
-0.26
-0.68%
- Overview
- Profile
- Historical Data
- Holdings
Delaware Ivy Global Growth Fund Class I Overview
On this page you'll find an in-depth profile of Delaware Ivy Global Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IGIIX among other information.
Investment Strategy
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the manager believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Trey Schorgl | Equity Analyst | 2023 | Now |
| Charles John | Portfolio Manager | 2021 | Now |
| Biography | Charles John works at Ivy Investments, Waddell & Reed as a Global Equity Investment Analyst responsible for investment opportunities in the Semiconductor, Semiconductor Equipment and Communications Equipment Sectors across all market cap ranges and serves as a portfolio manager for the International Core Equity. | ||
| Aditya Kapoor | Vice President | 2021 | Now |
| Biography | Aditya Kapoor is vice president and portfolio manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. He joined Macquarie Asset Management (MAM) as part of the firm’s April 30, 2021 acquisition (Transaction) of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company (IICO), the former investment advisor of the Transaction Funds. He joined IICO in 2008 as an equity investment analyst. He had served as assistant vice president and assistant portfolio manager for investment companies managed by IICO (or its affiliates) since 2013. He became portfolio manager in 2017. He earned a Bachelor of Technology in production and industrial engineering from the Indian Institute of Technology (IIT-Delhi), and holds an MBA from The Johnson School at Cornell University. | ||
| F. Chace Brundige | Senior Vice President | 2021 | 2023 |
| Biography | Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst. | ||
| Sarah C. Ross | Senior Vice President | 2014 | 2021 |
| Biography | Ms. Ross is primarily responsible for the day-to-day portfolio management of Ivy VIP Global Growth. Ms. Ross has held her Portfolio responsibilities since August 2014. She is Senior Vice President of WRIMCO and IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which WRIMCO or IICO serves as investment manager. She joined WRIMCO in October 2003 as an investment analyst, with industry responsibilities concentrated in biotechnology, healthcare equipment and supplies, pharmaceuticals, and life sciences tools and services. Ms. Ross became an assistant portfolio manager with the large cap growth equity team in February 2006 and has served as portfolio manager for investment companies managed by WRIMCO and IICO since January 2009. She holds a BS degree in business administration and a BA degree in French from John M. Olin School of Business, Washington University, St. Louis, Missouri, and also studied global finance, French society, international marketing and corporate law at Ecole Europeene Des Affaires A Paris, Paris, France. Ms. Ross is a Chartered Financial Analyst, a member of the CFA Institute and a member of the St. Louis Society of Financial Analysts | ||
| F. Chace Brundige | Senior Vice President | 2009 | 2014 |
| Biography | Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst. | ||
| Thomas A. Mengel | Senior Vice President | 2002 | 2009 |
| Biography | Mr. Mengel is senior vice president of Waddell & Reed Investment Management Co (WRIMCO) and Ivy Investment Management Co (IICO). Mr. Mengel has been a portfolio manager for, and employee of, WRIMCO since May 1996, other than a leave from December 31, 2008 through June 30, 2009. He is a graduate of the University of Berlin with a degree in Business, Finance and Economics. | ||
| Moira McLachlan | Vice President | 2001 | 2002 |
| Biography | McLachlan is vice president and research analyst with Ivy Management, her employer since 1995. | ||
| Sheridan P. Reilly | Portfolio Manager | 2000 | 2001 |
| Biography | Reilly is a portfolio manager with Ivy Management, his employer since May 2000. Previously, he was a vice president and portfolio manager with Scudder Kemper Investments from 1995 to 2000. Prior to that, he was with American Express Financial Advisors from 1987 to 1995, focusing on strategies for global bond portfolios, currency hedging, and foreign equity markets. He also worked for the United Nations for five years. Reilly holds the Chartered Financial Analyst designation. | ||
| Hakan Castegren | President | 1986 | 2000 |
| Biography | Castegren is president of Northern Cross Investments, his employer since 1993. Previously, he was a principal of Boston Overseas Investors from 1990 to 1993. Prior to that, he was president of Marsh & Cunningham-Castegren International from 1985 to 1990. Additionally, he has been an officer of several other firms, including Grantham, Mayo, Van Otterloo & Company, Lazard Freres & Company, the New York-based investment companies of the Wallenberg Group, and the Stockholm Enskilda Bank. | ||
Write your thoughts about Delaware Ivy Global Growth Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review