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Delaware Special Situations Fund Institutional Class (FISTX)
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09/07 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.52M
First Investors Special Situations Fund Advisor Cl
28.360
+1.050
+3.84%
- Overview
- Profile
- Historical Data
- Holdings
FISTX Overview
On this page you'll find an in-depth profile of Delaware Special Situations Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of FISTX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of small sized companies that the investment manager, Delaware Management Company (Manager), believes appear low relative to their underlying value or long-term potential. It also may invest in exchange-traded funds ("ETFs") to gain exposure to stocks and up to 15% of its net assets in real estate investment trusts ("REITs").
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,
United States
Philadelphia,
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. 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 | - | 2019 | Now |
| Biography | Michael Foley is a senior portfolio manager for the US Small-Mid Cap Value Equity team, a role he assumed 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. | ||
| Christopher S. Beck | Vice President | 2019 | Now |
| Biography | Christopher S. Beck, CFA Executive Director, Chief Investment Officer — US Small-Mid Cap Value Equity Christopher S. Beck leads the firm’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. | ||
| Steven G. Catricks | Vice President | 2019 | Now |
| Biography | Steven G. Catricks is a senior portfolio manager, focusing on the technology, health carr the US Small-Mid Cap Value Equity team, a role he assumed in July 2012. He joined the team in October 2010 as a senior equity analyst. He is responsible for the analysis, purchase, and telsale recommunicendation services sectors, for the firm’s Strategic Equity teams 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. Steven G. Catricks is a portfolio manager, focusing on the technology, health care, and telecommunication services sectors, for the firm’s Strategic Equity team. He joined Delaware Investments in 2001 as an equity analyst, performing research and analysis for the firm’s Emerging Growth Equity team. Previously, he 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. | ||
| Kent P. Madden | Portfolio Manager | 2019 | Now |
| Biography | Michael Foley is a senior portfolio manager for the US Small-Mid Cap Value Equity team, a role he assumed in July 2019.Kent P. Madden is a portfolio manager for the Small-Cap Value / Mid-Cap Value Equity team. 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 Small-Cap Value / Mid-Cap Value portfolios. Prior to joining Delaware Investments, 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. | ||
| Thomas Alonso | - | 2019 | 2019 |
| Steven S. Hill | Portfolio Manager, co-Portfolio Manager, Equity Analyst | 2013 | 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. | ||
| Arun Sharma | Assistant Portfolio Manager | 2014 | 2018 |
| Biography | Arun Sharma has served as an Assistant Portfolio Manager of First Investors Management Company, Inc. Mr. Sharma joined FIMCO in 2011 as an equity analyst. Prior to joining FIMCO, Mr. Sharma was a research analyst at UBS Investment Bank (2005-2011). | ||
| Jason V. Ronovech | Vice President | 2007 | 2013 |
| Biography | Jason Ronovech is Senior Portfolio Manager of the Small Company Equity investment strategy and is responsible for the investment process and portfolio construction. Jason joined the firm in 2017 as a part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments. At Sentinel Investments, Jason was the lead portfolio manager for the Sentinel Small Company Fund from 2013 to 2017. Prior to that, Jason was a portfolio manager with Paradigm Capital Management, where he co-managed the firm’s flagship Small Cap and SMid Cap portfolios. In addition to his management responsibilities, Jason built and led Paradigm’s equity research team and served as lead analyst to the technology, consumer, and health care sectors over the course of his 12 years with the firm. Before joining Paradigm, Jason started his career with Prudential Financial. Jason earned a BA in Economics from Hamilton College. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Jonathan S. Vyorst | Senior Vice President | 2007 | 2013 |
| Biography | Jonathan Vyorst is Senior Vice President & Portfolio Manager at Paradigm Capital Management. Vyorst serves as co-portfolio manager of Paradigm’s mutual funds and institutional strategies. Prior to joining Paradigm in 2007, Vyorst was a Portfolio Manager at William D. Witter. He previously worked at Allianz, Third Avenue Management, and First Manhattan Co. He has a B.A. from Cornell and an MBA from Yale. | ||
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