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Delaware Ivy Balanced Fund Class A (IBNAX)
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27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.13B
Ivy Balanced A
23.73
-0.17
-0.71%
- Overview
- Profile
- Historical Data
- Holdings
IBNAX Overview
On this page you'll find an in-depth profile of Delaware Ivy Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of IBNAX among other information.
Investment Strategy
The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible securities.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jurgen Wurzer | Deputy Head | 2021 | Now |
| Biography | Jürgen Wurzer rejoined Macquarie Investment Management Austria Kapitalanlage AG (MIMAK) in April 2018 as deputy head of portfolio management for the firm’s global multi asset team based in Vienna. Prior to that, he worked at Erste Asset Management as a senior fund manager on the multi asset management team, where he worked from September 2016 to March 2018. Wurzer previously worked at MIMAK from January 2007 to August 2016, leaving the firm as senior investment manager on the global multi asset team. He graduated from University of Applied Sciences Wiener Neustadt with a master’s degree. Wurzer is a lecturer for asset allocation, quantitative finance, portfolio, and risk management at several educational institutions. | ||
| Stefan Löwenthal | Chief Investment Officer | 2021 | Now |
| Biography | Stefan Löwenthal is the chief investment officer for Macquarie Investment Management Austria Kapitalanlage AG (MIMAK), a role he assumed in February 2013. He heads the global multi asset team based in Vienna, which is responsible for all asset allocation and security selection decisions, the management of mutual funds, as well as the development of new investment strategies. In addition, Löwenthal oversees the investment policy committee, which is responsible for strategic investment decisions at MIMAK. He began his career with Macquarie in February 2008 as a portfolio manager. He holds a Master of Management Science from Vienna University of Economics and Business. Löwenthal is a lecturer for economics at the IMC University of applied sciences in Krems (Austria) and the Qiongzhou University in Sanya (China). | ||
| Aaron D. Young | - | 2021 | Now |
| Biography | Mr. Young is Vice President of IICO and WRIMCO and Vice President of the Trust. He joined IICO in 2005 as a fixed-income analyst with an emphasis in credit research and derivative securities. Mr. Young joined the Asset Strategy team as an investment analyst in 2007. He has served as an assistant portfolio manager of investment companies managed by IICO and WRIMCO since 2012. Mr. Young earned a BA in Philosophy from the University of Missouri and holds an MBA with an emphasis in Finance and Strategy from the Olin School of Business at Washington University | ||
| Susan K. Regan | Senior Vice President | 2018 | 2021 |
| Biography | Ms. Regan 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. She joined IICO in November 2007 as a fixed-income investment analyst and trader. She was appointed assistant vice president and assistant portfolio manager in January 2010. Ms. Regan earned a BA in Economics in May 1984 and an MA in Economics in December 1985 from the University of Missouri-Columbia. | ||
| Mark G. Beischel | Senior Vice President | 2018 | 2021 |
| Biography | Mark G. Beischel, CFA, is Senior Vice President of IICO, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Beischel has served as Global Director of Fixed Income of IICO since June 2011. Mr. Beischel has served as assistant portfolio manager for investment companies managed by IICO since 2000, and has been an employee of such since 1998. He earned a BA degree in Business Management from the University of Wisconsin at Eau Claire, and an MBA with emphasis in Finance from the University of Denver. | ||
| Matthew A Hekman | Portfolio Manager | 2014 | 2021 |
| Biography | Matt joined Waterfront on November 16, 2021 as the portfolio manager of the Waterfront Balanced and Waterfront Equity strategies. Prior to Waterfront, Matt spent 18 years at Waddell & Reed / Ivy Investments. He joined Waddell & Reed in 2003 and transitioned into the Investment Management Division in 2005. He was an equity investment analyst covering a variety of sector and industry groups from 2005 to 2014. In 2009, in addition to his analyst responsibilities, he was named Assistant Portfolio Manager on the Large Cap Growth strategy. In 2011, Matt transitioned to Assistant Portfolio Manager of the Large Cap Value strategy. In August of 2014, Matt was named the portfolio manager of the Ivy Balanced strategy, a role he maintained for his tenure at the company. Matt holds a Bachelor of Arts from Dordt University and a Master of Business Administration from the University of Kansas. Matt is a member of the Kansas City CFA society. | ||
| Rick C. Perry | Senior Vice President | 2017 | 2018 |
| Biography | Rick Perry is Senior Vice President of WRIMCO, Vice President of the Trust, and Vice President of and portfolio manager for another investment company for which WRIMCO serves as investment manager. Mr. Perry joined WRIMCO in October 2015 as a portfolio manager. Prior to joining WRIMCO, he had served as head of investment grade credit for Aegon USA Investment Management since 2006 and had previously served as a portfolio manager with Aegon since 2001. Mr. Perry graduated from Central College in 1989 with a BA in Accounting and in Business Management and earned an MBA with a concentration in Investments from the University of Iowa in 1992. Mr. Perry is a Chartered Financial Analyst and a Certified Public Accountant. | ||
| Cynthia P. Prince-Fox | Vice President | 2003 | 2014 |
| Biography | Ms. Prince-Fox has held her Fund responsibilities for the Fund 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 IICO serves as investment manager. In addition, Ms. Prince-Fox served as CIO of Austin, Calvert & Flavin, Inc., a former affiliate of WRIMCO, from November 2004 to July 2009 and, previously, as Co-CIO for Austin, Calvert & Flavin, Inc. from February 2002 to November 2004. | ||
| Allen D Steinkopf | Senior Analyst | 2002 | 2003 |
| Biography | Allen D. Steinkopf joined Mairs and Power, Inc. in 2013 as Vice President and Investment Manager. Effective January 1, 2015, Mr. Steinkopf was named co‐manager. Mr. Steinkopf began his career as a research analyst with MIMLIC Asset Management and later with an independent subsidiary of MIMLIC. He started at Advantus as assistant portfolio manager and senior analyst and eventually became co‐manager of the Advantus Large Cap Growth Portfolio and the Advantus Balanced Fund. In 2003 he joined US Bank/FAF Advisors, which later became Nuveen Investments. With Nuveen, Mr. Steinkopf was Senior Manager of Small Cap Equity. Mr. Steinkopf earned BA (Mathematics) and BBA (Finance) degrees from the University of Wisconsin at Eau Claire and an MBA‐Finance degree from the Carlson School of Management at the University of Minnesota. He is a CFA charterholder and is a member of the Association of Investment Management Research and the Twin Cities Society of Security Analysts. | ||
| Matthew D. Finn | Portfolio Manager | 2001 | 2003 |
| Biography | Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation. | ||
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