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Delaware Opportunity Fund Class A (FIUSX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 525.92M
First Investors Opportunity A
32.69
+0.26
+0.80%
- Overview
- Profile
- Historical Data
- Holdings
FIUSX Overview
On this page you'll find an in-depth profile of Delaware Opportunity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FIUSX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund invests primarily in mid-size companies that the Manager believes offer attractive valuation and quality characteristics. The fund invests primarily in U.S. companies but may also invest in foreign companies that are listed in the U.S. It may invest in active or passive exchange-traded funds ("ETFs") to gain exposure to such securities and up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kelley McKee Carabasi | Vice President | 2019 | Now |
| Biography | Kelley McKee Carabasi is a senior portfolio manager for the US Small-Mid Cap Value Equity team. She assumed portfolio management responsibilities in July 2012. She joined the team in July 2005 as an equity analyst. She is responsible for the analysis, purchase, and sale recommendations of basic industry, capital spending, and utilities securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) she participated in Lincoln Financial Group's rotational Professional Development Program for three years. Carabasi earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. | ||
| Michael Foley | Senior Portfolio Manager | 2019 | Now |
| Biography | Michael Foley is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2019. He joined Macquarie Investment Management (MIM) in February 2015 as a senior equity analyst for the US Small-Mid Cap Value Equity team. Foley is responsible for the analysis, purchase, and sale recommendations of financial services and real estate investment trust (REIT) securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the firm, Foley was an associate at Patriot Financial Partners, a private equity firm, from August 2011 to February 2015, focusing on the analysis of companies in the financial services sector. He started his career with Janney Montgomery Scott where he worked as an investment banking analyst within the financial institutions group from August 2009 to August 2011. Foley earned a bachelor's degree in economics with dual concentrations in finance and accounting from The Wharton School of the University of Pennsylvania. Foley is on the board of directors of the McNamee Scholars Program. | ||
| Kent P. Madden | Portfolio Manager | 2019 | Now |
| Biography | Kent P. Madden is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in December 2004 as an equity analyst and was promoted to senior equity analyst in October 2010. He is responsible for the analysis, purchase, and sale recommendations of consumer services, consumer cyclicals, consumer staples, healthcare, and transportation stocks for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) he was an equity analyst at Gartmore Global Investments, where he specialized in technology and telecommunications. He has also worked as an equity analyst for Federated Investors, where he gained experience covering small-capitalization consumer stocks, and Lehman Brothers as a corporate finance analyst. Madden holds a bachelor's degree in economics from DePauw University and an MBA from the University of Chicago. | ||
| Steven G. Catricks | Vice President | 2019 | 2023 |
| Biography | Steven G. Catricks is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in October 2010 as a senior equity analyst. He is responsible for the analysis, purchase, and sale recommendations of technology and business services securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the US Small-Mid Cap Value Equity team, he was a portfolio manager for the firm's Strategic Small-Cap Value team, focusing on the technology, healthcare, and telecommunication services sectors. He joined Macquarie Investment Management (MIM) in 2001 as an equity analyst, performing research and analysis for the firm's Emerging Growth Equity team. Previously, Catricks was an equity analyst at BlackRock Financial from 1999 to 2001, where he specialized in small-capitalization growth stocks. He also worked as a systems engineer at Dow Jones/Factiva, and as a senior systems engineer at GE Aerospace/Lockheed Martin. He started his career as a systems engineer at the Naval Air Development Center, where he spent 15 years. Catricks holds a bachelor's degree in electrical engineering from Drexel University and a master's degree in engineering from the University of Pennsylvania, and has nearly 20 years of experience in the technology industry. Catricks is a member of the Institute of Electrical and Electronics Engineers. | ||
| Christopher S. Beck | Vice President | 2019 | 2022 |
| Biography | Christopher S. Beck leads Delaware Management Company's US Small-Mid Cap Value Equity team. He is also a member of the Macquarie Investment Management (MIM) Global Management Committee. Prior to joining MIM in 1997 as a vice president and senior portfolio manager, he was vice president at Pitcairn Trust from 1995 to 1997, where he managed small-capitalization stocks and analyzed equity sectors. Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust. Beck earned a bachelor's degree at the University of Delaware and an MBA from Lehigh University, and he is a member of the CFA Society of Philadelphia and past president of the Wilmington Society of Securities Analysts. | ||
| Thomas Alonso | - | 2018 | 2019 |
| Steven S. Hill | Portfolio Manager, co-Portfolio Manager, Equity Analyst | 2004 | 2019 |
| Biography | Hill serves as Co-Portfolio Manager of the Opportunity Fund and has served as either Portfolio Manager or Co-Portfolio Manager of the Fund since 2004. He joined First Investors in 2002 as an equity analyst. Prior to that, Hill was employed by UBS Warburg where he was a Director in their healthcare group and worked primarily on mergers and acquisitions. Prior to that, Hill was an investment banker for HSBC Securities and worked primarily on equity offerings and mergers and acquisitions. | ||
| Edwin D. Miska | Portfolio Manager | 2007 | 2018 |
| Biography | Miska is primarily responsible for managing the funds investments in stocks. He has served as Co-Portfolio Manager of the Opportunity Fund since 2007, Portfolio Manager of the Growth & Income Fund and total return fund since 2002, and a portfolio manager for certain other First Investors Funds. Prior to joining FIMCO in 2002, Miska was a Senior Portfolio Manager and Managing Director of Evergreen Investment Management Corp. | ||
| Allen Klee | Portfolio Manager | 2003 | 2004 |
| Biography | Klee is a Portfolio Manager with First Investors Management Company since 2001. Previously he was employed by Guardian Life Insurance Company of America for approximately eight years. During that time period, Mr. Klee held several positions including Co-Portfolio Manger of Equities (1999-2001), Equity and Convertible Analyst (1998-1999) and Fixed Income Credit Analyst (1993-1998). | ||
| Patricia D. Poitra | Portfolio Manager | 1994 | 2002 |
| Biography | Poitra joined First Investors Management as a senior equity manager in September 1985. She became a portfolio manager in May 1986. Prior to joining the firm, she spent two years as director of outside research for Neuberger & Berman Pension Management. Poitra is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. | ||
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