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Ivy Intl Core Eq Cit Class 2 (0P0000WGBW)

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20.600 +0.180    +0.88%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 6.97M
Type:  Fund
Market:  United States
Issuer:  SEI Trust Company
Asset Class:  Equity
Ivy Investments Intl Core Eq CIT Class 2 20.600 +0.180 +0.88%

0P0000WGBW Overview

 
On this page you'll find an in-depth profile of Ivy Intl Core Eq Cit Class 2. Learn about the key management, total assets, investment strategy and contact information of 0P0000WGBW among other information.
Category

Foreign Large Blend

Total Assets

6.97M

Expenses

0.59%

Inception Date

Oct 26, 2011

Investment Strategy

The investment objective of the Fund is to invest the portfolio via a disciplined approach that seeks investment opportunities around the world, preferring cash generating, well-managed and reasonably valued companies that are exposed to themes which should yield above average growth. The Adviser follows an investment philosophy that searches for reasonably valued companies with strong cash flows and exposure to global investment themes.

Contact Information

Address 6300 Lamar
Overland Park,KS 66210
United States
Phone 1-877-887-0867
Fax 913-236-1888

Top Executives

Name Title Since Until
Trey Schorgl Equity Analyst 2023 Now
Charles John Portfolio Manager 2021 Now
Biography Charles John works at Ivy Investments, Waddell & Reed as a Global Equity Investment Analyst responsible for investment opportunities in the Semiconductor, Semiconductor Equipment and Communications Equipment Sectors across all market cap ranges and serves as a portfolio manager for the International Core Equity.
Aditya Kapoor Vice President 2021 Now
Biography Aditya Kapoor is vice president and 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 2008 as an equity investment analyst. He had served as assistant vice president and assistant portfolio manager for investment companies managed by IICO (or its affiliates) since 2013. He became portfolio manager in 2017. He earned a Bachelor of Technology in production and industrial engineering from the Indian Institute of Technology (IIT-Delhi), and holds an MBA from The Johnson School at Cornell University.
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