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Delaware Ivy High Income Fund Class I (IVHIX)
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27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.03B
Ivy High Income I
6.04
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0%
- Overview
- Profile
- Historical Data
- Holdings
IVHIX Overview
On this page you'll find an in-depth profile of Delaware Ivy High Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IVHIX among other information.
Investment Strategy
The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments (loans), of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the fund's objective. It may invest up to 100% of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vivek Bommi | Head of Leveraged Credit | 2023 | Now |
| Biography | Vivek is Head of Leveraged Credit within Macquarie Asset Management (MAM) Credit, a role he assumed in November 2023. He has overall responsibility for the team’s leveraged credit capabilities, including portfolio and business management. Prior to joining Macquarie, he was Head of European and UK Fixed Income at AllianceBernstein from August 2021 to November 2023, responsible for leadership and strategy of European Fixed Income. Before that, Vivek spent more than 10 years at Neuberger Berman within Leveraged Credit in various roles, including Director of Research, Portfolio Manager, and Head of Europe. Vivek received a Bachelor of Science in finance from the University of Illinois and a Master of Business Administration in finance and management from Columbia Business School. He holds the Chartered Financial Analyst® designation and he is a Certified Public Accountant. | ||
| John P. McCarthy | Co-Head | 2021 | Now |
| Biography | John P. McCarthy is a senior portfolio manager for Delaware Management Company's high yield strategies, a role he assumed in July 2016. He is also co-head of credit research on the firm’s taxable fixed income team. McCarthy rejoined Delaware Investments in March 2007 as a senior research analyst after he worked in the firm’s fixed income area from 1990 to 2000 as a senior high yield analyst and high yield trader, and from 2001 to 2002 as a municipal bond trader. Prior to rejoining Delaware Investments, he was a senior high yield analyst/trader at Chartwell Investment Partners. McCarthy earned a bachelor’s degree in business administration from Babson College, and he is a member of the CFA Society of Philadelphia. | ||
| Adam H. Brown | Senior Portfolio Manager | 2021 | 2024 |
| Biography | Adam H. Brown, CFA , is a senior portfolio manager on the Macquarie Investment Management Business Trust. He manages the bank loan portfolios and is a co-portfolio manager for the high yield, fixed rate multisector, and core plus strategies. Brown joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in April 2011 as part of the firm’s integration of Macquarie Four Corners Capital Management, where he had worked since 2002. At Four Corners, he was a co-portfolio manager on four collateralized loan obligations (CLOs) and a senior research analyst supporting noninvestment grade portfolios. Before that, Brown was with the predecessor of Wells Fargo Securities, where he worked in the leveraged finance group arranging senior secured bank loans and high yield bond financings for financial sponsors and corporate issuers. He earned a bachelor’s degree in accounting from the University of Florida and an MBA from the A.B. Freeman School of Business at Tulane University. | ||
| Chad A. Gunther | Vice President | 2014 | 2021 |
| Biography | Chad Gunther is a Senior Vice President of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Gunther graduated from the University of Kansas in May 1993 with a BS in business administration with an emphasis in economics. He earned an MBA with an emphasis in finance from Washington University/St. Louis Olin Graduate School of Business in May 2000. Prior to joining Waddell & Reed, Mr. Gunther was affiliated with Dialpad Communications as director of business operations. His responsibilities included the customer care, risk management and billing departments. Before joining Dialpad, Mr. Gunther was an associate analyst in equity research for George K. Baum & Company. He also spent five years with Piper Jaffray before earning his master’s degree. Mr. Gunther joined Waddell & Reed in 2003 as a high yield fixed income investment analyst. He was appointed assistant vice president and named assistant portfolio manager of Waddell & Reed Advisors High Income Fund, Ivy High Income Fund, and Ivy Funds VIP High Income in 2008. Mr. Gunther was appointed vice president in 2013. Mr. Gunther assumed sole management responsibilities for the Waddell & Reed and Ivy High Income Group of Funds and of the Ivy High Income Opportunities Fund (a closed-end fund) in 2014. He was appointed senior vice president in 2014. | ||
| William M. Nelson | Vice President | 2013 | 2014 |
| Biography | William M. Nelson graduated in 1982 with a BS in business administration from Bucknell University in Lewisburg, PA. He earned an MBA in finance and marketing from the University of Connecticut in 1986. He was previously affiliated with Xerox Credit Corporation in Stamford, CT from 1988 through 1994 in Corporate Finance. He held positions as an investment analyst, and beginning in 1991 as investment manager of a high-yield portfolio. Prior to 1988, he was a telecommunications marketing consultant to IBM Corporation in White Plains, N.Y. Mr. Nelson joined Waddell & Reed in January 1995 as a fixed-income investment analyst specializing in high-yield securities. He was named portfolio manager of the Ivy High Income Fund and the Ivy High Income Opportunities Fund (IVH) in November 2013. | ||
| Bryan C. Krug | Senior Vice President | 2006 | 2013 |
| Biography | Bryan C. Krug, CFA, is a managing director of Artisan Partners and a portfolio manager on the Credit team. In this role, he is the portfolio manager for the Artisan High Income Strategy, the Artisan Credit Opportunities Strategy, and the Artisan Floating Rate Strategy, all of which he has managed since each strategy's inception. | ||
| Louise D. Rieke | Vice President, Portfolio Manager | 1997 | 2006 |
| Biography | Rieke is vice president and portfolio manager with Waddell & Reed Investment Management Company, her employer since 1971. Prior to joining the fixed-income department of the company, she worked as a research assistant to the staff economist and as a statistician. Rieke holds the Chartered Financial Analyst and Certified Public Accountant designations. | ||
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