At Ivy Funds, we offer more than 30 investment strategies to help investors meet their financial goals. While our approach to investing fuels our highly competitive, long-term results, we are motivated
by the understanding that it's our clients' money we are managing, not ours. It's our clients' trust that drives us, and we work hard to earn that trust every day.
We recognize that, as the global economy evolves, it creates new opportunities. Through our investment process and global in-person research, we seek to cover – on your behalf – the plentiful investment
opportunities created continuously around the world.
Ivy Funds has at its core a highly respected investment organization that traces its roots to the inception of the mutual fund industry. Our heritage and our culture are built upon a commitment to investment
excellence.
Henry J. Herrmann
Michael L. Avery
Philip J. Sanders
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Chief Executive Officer
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Henry J. Herrmann
48 years experience
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President
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Michael L. Avery
33 years experience
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Chief Investment Officer
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Philip J. Sanders
23 years experience
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Global Director Equity and
Fixed Income Research
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Zachary H. Shafran
23 years experience
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Global Director of Fixed Income
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Mark G. Beischel, CFA
18 years experience
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Economic Team
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2 global economists
1 economic analyst
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Global Equity Team
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22 portfolio managers
5 assistant portfolio managers
14 analysts
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Global Fixed Income Team
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8 portfolio managers
4 assistant portfolio managers
10 analysts
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Trading Team
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8 traders
1 trading analyst
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Average portfolio manager experience
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21 years
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Average tenure at the firm
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15 years
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Our expertise spans nearly all asset classes, sectors and disciplines, and has helped Ivy Funds deliver consistently competitive results across a variety of market environments. Our fund lineup encompasses
domestic, global and international equities; domestic and international fixed-income; specialty funds and money market funds.
Our Subadvisors
Mackenzie Financial Corporation, Toronto, ON.
Investment specialty: Natural resources and global value.
Advantus Capital Management, INC., St. Paul, MN
Investment specialty: Real estate and fixed-income securities.
Wall Street Associates, La Jolla, CA.
Investment specialty: Micro cap and small cap equities.
Every day, our investment management team gathers for its morning meeting, a collaborative setting that fosters idea sharing and brings together a broad range of market and industry insights. This is
a process we started decades ago, and it is integral to what we believe to be the best culture for investment management – one that stresses group collaboration to create our best thinking, and individual
portfolio manager accountability to implement it. Across bull and bear markets, we’ve followed our time-tested investment process, and we haven’t strayed from what works, remaining dedicated to the principles
that shape our money management approach.
- Collaborative/Accountable The exchange of information makes us more knowledgeable. Individual accountability holds us to the highest standards.
- Risk-Focused We believe wealth is built by protecting assets in challenging markets through an unrelenting focus on risk management.
- Rigorous We do our own research throughout the world, analyzing companies rather than relying solely on widely available research produced by others.
But we don’t have to simply tell you about our distinctive process. You can get a first-hand look. Go ahead, see for yourself. Hear it. Watch it.
Visit The World Covered
