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💎 Fed’s first rate cut since 2020 set to trigger market. Find undervalued gems with Fair Value See Undervalued Stocks
Lvip Macquarie Mid Cap Value Fund Standard Class (0P00003BMJ)
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44.610
+0.700
+1.59%
- Morningstar Rating:
- Total Assets: 720.62M
LVIP Delaware Special Opportunities Fund Standard
44.610
+0.700
+1.59%
- Overview
- Profile
- Historical Data
- Holdings
Lvip Macquarie Mid Cap Value Fund Standard Class Overview
On this page you'll find an in-depth profile of Lvip Macquarie Mid Cap Value Fund Standard Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003BMJ among other information.
Investment Strategy
The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of the fund’s assets in medium-sized U.S. companies with market capitalizations, at the time of purchase, similar to the market capitalization of companies in the Russell Midcap® Value Index. It may also invest in some small-cap companies. The fund's management style focuses on seeking medium-sized companies whose stock prices appear low relative to their underlying value or future potential. It uses a blend of quantitative analysis and fundamental research in its effort to find the most attractive stocks in each industry.
Contact Information
Address
1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Fort Wayne,IN 46801
United States
Phone
-
Web
www.lfg.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Foley | Senior Portfolio Manager | 2019 | Now |
| Biography | Michael Foley is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2019. He joined Macquarie Investment Management (MIM) in February 2015 as a senior equity analyst for the US Small-Mid Cap Value Equity team. Foley is responsible for the analysis, purchase, and sale recommendations of financial services and real estate investment trust (REIT) securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the firm, Foley was an associate at Patriot Financial Partners, a private equity firm, from August 2011 to February 2015, focusing on the analysis of companies in the financial services sector. He started his career with Janney Montgomery Scott where he worked as an investment banking analyst within the financial institutions group from August 2009 to August 2011. Foley earned a bachelor's degree in economics with dual concentrations in finance and accounting from The Wharton School of the University of Pennsylvania. Foley is on the board of directors of the McNamee Scholars Program. | ||
| Kelley McKee Carabasi | Vice President | 2012 | Now |
| Biography | Kelley McKee Carabasi is a senior portfolio manager for the US Small-Mid Cap Value Equity team. She assumed portfolio management responsibilities in July 2012. She joined the team in July 2005 as an equity analyst. She is responsible for the analysis, purchase, and sale recommendations of basic industry, capital spending, and utilities securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) she participated in Lincoln Financial Group's rotational Professional Development Program for three years. Carabasi earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. | ||
| Kent P. Madden | Portfolio Manager | 2012 | Now |
| Biography | Kent P. Madden is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in December 2004 as an equity analyst and was promoted to senior equity analyst in October 2010. He is responsible for the analysis, purchase, and sale recommendations of consumer services, consumer cyclicals, consumer staples, healthcare, and transportation stocks for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) he was an equity analyst at Gartmore Global Investments, where he specialized in technology and telecommunications. He has also worked as an equity analyst for Federated Investors, where he gained experience covering small-capitalization consumer stocks, and Lehman Brothers as a corporate finance analyst. Madden holds a bachelor's degree in economics from DePauw University and an MBA from the University of Chicago. | ||
| Steven G. Catricks | Vice President | 2012 | 2023 |
| Biography | Steven G. Catricks is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in October 2010 as a senior equity analyst. He is responsible for the analysis, purchase, and sale recommendations of technology and business services securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the US Small-Mid Cap Value Equity team, he was a portfolio manager for the firm's Strategic Small-Cap Value team, focusing on the technology, healthcare, and telecommunication services sectors. He joined Macquarie Investment Management (MIM) in 2001 as an equity analyst, performing research and analysis for the firm's Emerging Growth Equity team. Previously, Catricks was an equity analyst at BlackRock Financial from 1999 to 2001, where he specialized in small-capitalization growth stocks. He also worked as a systems engineer at Dow Jones/Factiva, and as a senior systems engineer at GE Aerospace/Lockheed Martin. He started his career as a systems engineer at the Naval Air Development Center, where he spent 15 years. Catricks holds a bachelor's degree in electrical engineering from Drexel University and a master's degree in engineering from the University of Pennsylvania, and has nearly 20 years of experience in the technology industry. Catricks is a member of the Institute of Electrical and Electronics Engineers. | ||
| Christopher S. Beck | Vice President | 2004 | 2022 |
| 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. | ||
| Kelley McKee Carabasi | Vice President | 2010 | 2011 |
| Biography | Kelley McKee Carabasi is a senior portfolio manager for the US Small-Mid Cap Value Equity team. She assumed portfolio management responsibilities in July 2012. She joined the team in July 2005 as an equity analyst. She is responsible for the analysis, purchase, and sale recommendations of basic industry, capital spending, and utilities securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) she participated in Lincoln Financial Group's rotational Professional Development Program for three years. Carabasi earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. | ||
| Michael E. Hughes | Vice President | 2005 | 2011 |
| Biography | Hughes is a vice president and has been with Delaware since 2002. From 2000 to 2002, he was a vice president of Equity Research at Raymond James & Associates and a Limited Partner of Equity Research at J.C. Bradford & Company. Hughes holds the Chartered Financial Analyst designation. | ||
| Kent P. Madden | Portfolio Manager | 2005 | 2011 |
| Biography | Kent P. Madden is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in December 2004 as an equity analyst and was promoted to senior equity analyst in October 2010. He is responsible for the analysis, purchase, and sale recommendations of consumer services, consumer cyclicals, consumer staples, healthcare, and transportation stocks for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) he was an equity analyst at Gartmore Global Investments, where he specialized in technology and telecommunications. He has also worked as an equity analyst for Federated Investors, where he gained experience covering small-capitalization consumer stocks, and Lehman Brothers as a corporate finance analyst. Madden holds a bachelor's degree in economics from DePauw University and an MBA from the University of Chicago. | ||
| J. Paul Dokas | Co-Director of Equities, Portfolio Manager | 2001 | 2005 |
| Biography | Mr. Dokas serves as a co-director of equities and portfolio manager for LIM's equity strategies. Prior to joining LIM in 2020, Paul was a senior portfolio manager and managing director at Cadence Capital Management. His additional experience includes director, investments at Hirtle Callaghan, senior vice president at Delaware Investments, and various positions at Bell Atlantic. At Hirtle Callaghan, Paul was responsible for the development of asset allocation models and capital allocation across funds. He earned a Bachelor of Arts from Loyola College and a Master of Business Administration from the University of Maryland. Paul is a CFA charterholder, and a member of the CFA Institute and the CFA Society Philadelphia. | ||
| Scott Wittman | CIO (Chief Investment Officer) | 1993 | 2001 |
| Biography | Wittman, Chief Investment Officer - Asset Allocation and Disciplined Equity, Senior Vice President and Senior Portfolio Manager, has been a member of the team. He also serves as a member of the Asset Allocation Committee. He joined American Century Investments in 2009 as Senior Vice President and Senior Portfolio Manager and became Chief Investment Officer – Asset Allocation and Disciplined Equity in 2010. From 2005 to 2009, he was managing director–quantitative and alternative investments for Munder Capital Management and from 2002 to 2005 he was an independent financial consultant. He has a bachelor’s degree in finance and an MBA in finance from Indiana University. He is a CFA charterholder. | ||
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