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Delaware Ivy Large Cap Growth Fund Class A (WLGAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.41B
Ivy Large Cap Growth A
37.03
-0.09
-0.24%
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WLGAX Overview
On this page you'll find an in-depth profile of Delaware Ivy Large Cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of WLGAX among other information.
Investment Strategy
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bradley D. Angermeier | Equity Analyst | 2021 | Now |
| Biography | Brad Angermeier is a 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 2017 as an equity investment analyst. Prior to that, he was an equity research analyst at Kornitzer Capital Management. From 2009 to 2013, he was with Columbia Threadneedle Investments (formerly Columbia Management), first serving as a fixed income research analyst, and then as a co-portfolio manager. He earned a bachelor’s degree with a double major in finance and accounting from Indiana University, Kelley School of Business. He earned an MBA from the University of Wisconsin, Wisconsin School of Business. He is a member of the CFA Institute and the CFA Society Kansas City. | ||
| Bradley M. Klapmeyer | - | 2016 | Now |
| Biography | Brad Klapmeyer is portfolio manager of the large cap growth product suite of mutual funds and institutional accounts. He has been portfolio manager since 2016 of Ivy Large Cap Growth Fund and Ivy VIP Growth. He managed the former Ivy Tax-Managed Equity Fund from 2014 to 2018. Mr. Klapmeyer joined the organization in 2007 as an equity investment analyst. He was appointed assistant vice president in 2010. He was assistant portfolio manager to the Large Cap Growth team from 2011 to 2016. He was appointed vice president in 2014 and senior vice president in 2018.Mr. Klapmeyer had been an associate analyst covering airlines for Prudential Equity Group, LLC from 2006 through 2007. He was an equity analyst for Commerce Bank from 2000 to 2006, where his research responsibilities were focused on electronic and health technologies. Mr. Klapmeyer graduated from Truman State University in 1999 with a BS in Finance and a minor in Economics. Mr. Klapmeyer is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City. | ||
| Daniel P. Becker | Portfolio Manager | 2000 | 2018 |
| Biography | Dan began his career while still in graduate school as an Investment Analyst at the State of Wisconsin Investment Board. Upon graduation, he joined Waddell and Reed in Overland Park, Kansas as an Investment Analyst. Dan spent most of his 28 years at Waddell and Reed as a Senior Portfolio Manager where he created his high-quality large-cap growth investment philosophy and process. Dan spent considerable time teaching, and mentoring analysts and portfolio managers before bringing his process to CastleArk in 2020. | ||
| Philip J. Sanders | President | 2006 | 2016 |
| Biography | Philip J. Sanders, President and Chief Investment Officer of IICO . Phillip Sanders joined Waddell & Reed Investment Management Company in 1998 and is a Senior Vice President and Co-Manager of Waddell & Reed's large-cap growth team. His investment experience dates back to 1988, where he spent 10 years with Bank of America Capital Management, the investment management division of Bank of America. Phillip earned a BA, Economics from the University of Michigan and an MBA from the University of North Carolina at Charlotte. He holds the CFA designation. | ||
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