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Delaware Ivy Asset Strategy Fund Class A (WASAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.3B
Ivy Asset Strategy A
22.90
+0.07
+0.31%
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WASAX Overview
On this page you'll find an in-depth profile of Delaware Ivy Asset Strategy Fund Class A. Learn about the key management, total assets, investment strategy and contact information of WASAX among other information.
Investment Strategy
The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The fund’s investment manager primarily invests a portion of the fund’s assets in global equity securities that the manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).
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 | ||
| F. Chace Brundige | Senior Vice President | 2014 | 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. | ||
| W. Jeffery Surles | Assistant Vice President | 2018 | 2021 |
| Biography | Jeff Surles is a Vice President of Ivy Investment Management Company, a subsidiary of Waddell & Reed Financial, Inc. Mr. Surles graduated from Vanderbilt University in 2000 with a BS in organizational development. He earned an MBA with emphasis in finance from the University of Wisconsin in 2007. While attending the University of Wisconsin he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company. Prior to joining Waddell & Reed, Mr. Surles was employed by Surles Development Corp. as a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003. In the fall of 2000, he was a sales analyst for Enterprise Development Services, Inc. Mr. Surles joined Waddell & Reed in June 2007 as a fixed income investment analyst. He was appointed assistant vice president in January 2012. Mr. Surles was named co-portfolio manager of the Ivy Global Income Allocation Fund (formerly Ivy International Balanced Fund) in June 2012. Mr. Surles was appointed vice president and assumed sole management responsibilities for the Ivy Global Income Allocation Fund in 2014. Mr. Surles is a CFA charterholder. | ||
| Cynthia P. Prince-Fox | Vice President | 2014 | 2018 |
| 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. | ||
| Mike L. Avery | Director | 1997 | 2016 |
| Biography | Mike Avery is President and Portfolio Manager at Waddell & Reed Financial, Inc. He has investment experience since 1978. | ||
| Ryan F. Caldwell | Lead Portfolio Manager | 2007 | 2014 |
| Biography | Ryan Caldwell serves as partner ,CIO and lead portfolio manager since 2015 at Chiron. Mr. Caldwell joined WRIMCO in July 2000 as an economic analyst. In January 2003 he was appointed an investment analyst, and in June 2005 was named assistant portfolio manager for the Fund, as well as two other funds managed by WRIMCO or IICO. Mr. Caldwell is Senior Vice President of IICO and WRIMCO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which WRIMCO serves as investment manager. | ||
| Daniel J. Vrabac | Senior Vice President | 1997 | 2008 |
| Biography | Mr. Vrabac received his B.A. degree in Economics in May 1976 from Duquesne University. He earned an M.B.A. with an emphasis in Investments and Finance from Indiana University in May 1978. Before joining Waddell & Reed, Mr. Vrabac served as vice president and director of securities with Kansas City Life Insurance Co. Daniel Vrabac joined Waddell & Reed in May 1994. | ||
| James D. Wineland | Senior Vice President, Member | 1995 | 1997 |
| Biography | Prior to joining the company, he was a finished-products distribution manager with Proctor and Gamble Paper Products. Previously, he spent five years with the U.S. Army. Wineland holds the Chartered Financial Analyst designation. | ||
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