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Lvip Macquarie High Yield Fund Standard Class (0P00003BKC)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 73.24M
LVIP Delaware High Yield Fund Standard Class
4.518
-0.002
-0.04%
- Overview
- Profile
- Historical Data
- Holdings
0P00003BKC Overview
On this page you'll find an in-depth profile of Lvip Macquarie High Yield Fund Standard Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003BKC among other information.
Investment Strategy
The investment seeks total return and, as a secondary objective, high current income. Under normal circumstances, the fund will invest at least 80% of its assets in corporate bonds rated at the time of purchase lower than BBB- by Standard & Poor’s Financial Services LLC (S&P) and lower than Baa3 by Moody’s Investors Service, Inc. (Moody’s), or similarly rated by another nationally recognized statistical rating organization (NRSRO) (80% policy). These are commonly known as high yield bonds or "junk bonds" and involve greater risks than investment grade bonds.
Contact Information
Address
1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Fort Wayne,IN 46801
United States
Phone
-
Web
www.lfg.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vivek Bommi | Head of Leveraged Credit | 2023 | Now |
| Biography | Vivek is Head of Leveraged Credit within Macquarie Asset Management (MAM) Credit, a role he assumed in November 2023. He has overall responsibility for the team’s leveraged credit capabilities, including portfolio and business management. Prior to joining Macquarie, he was Head of European and UK Fixed Income at AllianceBernstein from August 2021 to November 2023, responsible for leadership and strategy of European Fixed Income. Before that, Vivek spent more than 10 years at Neuberger Berman within Leveraged Credit in various roles, including Director of Research, Portfolio Manager, and Head of Europe. Vivek received a Bachelor of Science in finance from the University of Illinois and a Master of Business Administration in finance and management from Columbia Business School. He holds the Chartered Financial Analyst® designation and he is a Certified Public Accountant. | ||
| John P. McCarthy | Co-Head | 2012 | Now |
| Biography | John P. McCarthy is a senior portfolio manager for Delaware Management Company's high yield strategies, a role he assumed in July 2016. He is also co-head of credit research on the firm’s taxable fixed income team. McCarthy rejoined Delaware Investments in March 2007 as a senior research analyst after he worked in the firm’s fixed income area from 1990 to 2000 as a senior high yield analyst and high yield trader, and from 2001 to 2002 as a municipal bond trader. Prior to rejoining Delaware Investments, he was a senior high yield analyst/trader at Chartwell Investment Partners. McCarthy earned a bachelor’s degree in business administration from Babson College, and he is a member of the CFA Society of Philadelphia. | ||
| Adam H. Brown | Senior Portfolio Manager | 2014 | 2024 |
| Biography | Adam H. Brown, CFA , is a senior portfolio manager on the Macquarie Investment Management Business Trust. He manages the bank loan portfolios and is a co-portfolio manager for the high yield, fixed rate multisector, and core plus strategies. Brown joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in April 2011 as part of the firm’s integration of Macquarie Four Corners Capital Management, where he had worked since 2002. At Four Corners, he was a co-portfolio manager on four collateralized loan obligations (CLOs) and a senior research analyst supporting noninvestment grade portfolios. Before that, Brown was with the predecessor of Wells Fargo Securities, where he worked in the leveraged finance group arranging senior secured bank loans and high yield bond financings for financial sponsors and corporate issuers. He earned a bachelor’s degree in accounting from the University of Florida and an MBA from the A.B. Freeman School of Business at Tulane University. | ||
| Paul A. Matlack | Vice President, Senior Portfolio Manager | 2012 | 2020 |
| Biography | Paul A. Matlack, CFA Senior Vice President, Senior Portfolio Manager, Fixed Income Strategist Paul A. Matlack is a strategist and senior portfolio manager for Delaware's fixed income team. Matlack rejoined the firm in May 2010. During his previous time at Delaware Investments, from September 1989 to October 2000, he was senior credit analyst, senior portfolio manager, and left the firm as co-head of the high yield group. Most recently, he worked at Chartwell Investment Partners from September 2003 to April 2010 as senior portfolio manager in fixed income, where he managed core, core plus, and high yield strategies. Prior to that, Matlack held senior roles at Turner Investment Partners, PNC Bank, and Mellon Bank. He earned a bachelor’s degree in international relations from the University of Pennsylvania and an MBA with a concentration in finance from George Washington University. | ||
| Craig C. Dembek | Head | 2012 | 2020 |
| Biography | Craig C. Dembek is head of credit research and senior research analyst on Delaware Management Company's taxable fixed income team with primary responsibility for banks, brokers, insurance companies, and real estate investment trusts (REITs). He rejoined the firm in March 2007. During his previous time at Delaware Investments, from April 1999 to January 2001, he was a senior investment grade credit analyst. Most recently, he spent four years at Chartwell Investment Partners as a senior fixed income analyst and Turner Investment Partners as a senior fixed income analyst and portfolio manager. Dembek also spent two years at Stein, Roe & Farnham as a senior fixed income analyst. Earlier in his career, he worked for two years as a lead bank analyst at the Federal Reserve Bank of Boston. Dembek earned a bachelor’s degree in finance from Michigan State University and an MBA with a concentration in finance from the University of Vermont. | ||
| Christopher M. Testa | Senior Vice President | 2014 | 2016 |
| Biography | Christopher M. Testa, CFA, Senior Vice President, Senior Portfolio Manager, joined Delaware Investments in January 2014 as a senior portfolio manager in the firm’s corporate credit portfolio management group. Prior to joining Delaware Investments, he worked as a portfolio manager who focused on high yield credit at S. Goldman Asset Management from 2009 to 2012 and Princeton Advisory Group from 2012 to 2013. Prior to joining S Goldman in July 2009, Mr. Testa worked as a Managing Director for Drake Management from 2001 to 2009, and served as a Portfolio Manager and Head of US Credit for Drake’s three hedge funds and its separate account platform. From 1994 to 2001, Mr. Testa was Head of Credit Research and a High Yield Portfolio Manager at Goldman Sachs Asset Management. Previously, Mr. Testa worked as a Vice President of Credit Research at CS First Boston and Financial Analyst at Metropolitan Life Insurance Company. Mr. Testa received a B.A. from Hamilton College (Economics) and an M.B.A. in Finance with a concentration in investments from the Wharton School of Business at the University of Pennsylvania. He is also a Chartered Financial Analyst. | ||
| Thomas H. Chow | Vice President | 2012 | 2014 |
| Biography | Mr. Chow is Partner of Capital Fixed Income Investors. He was a vice president and portfolio manager for Capital Research and Management Company. Prior to joinming Caital Research 2014, Mr. Chow is a member of the taxable fixed income portfolio management team for Delaware. His experience includes significant exposure to asset liability management strategies and credit risk opportunities. Prior to joining Delaware 2001, he was a trader of high grade and high yield securities, and was involved in the portfolio management of CBOs and insurance portfolios at SunAmerica from 1997 to 2001. Before that, he was an analyst, trader, and portfolio manager at Conseco Capital Management from 1989 to 1997. | ||
| Kevin Patrick Loome | Portfolio Manager | 2007 | 2012 |
| Biography | Kevin Loome, Vice President of T. Rowe Price Group, Inc. and T. Rowe Price, is the Executive Vice President and Portfolio Manager of the Philadelphia-based T. Rowe Price U.S. High Yield Fund and is chairman of its Investment Advisory Committee. Mr. Loome joined the T. Rowe Price in 2017 through T. Rowe Price’s acquisition of the Henderson High Yield Opportunities Fund. Prior to joining the firm, Mr. Loome had worked with the Henderson team since 2013, most recently as head of U.S. credit and manager of the high yield team. | ||
| Chuck M. Devereux | Vice President, Director | 2007 | 2012 |
| Biography | Chuck M. Devereux Vice President, Private Placements / Philadelphia Mr. Devereux earned a master of business administration with a concentration in Finance from DePaul University and an undergraduate degree in Economics from St. Joseph’s College. Prior to joining Delaware, Mr. Devereux was a Vice President with Valuemetrics / VM Equity Partners, a financial advisory and investment banking firm headquartered in Chicago. During his tenure at VM Equity Partners, Mr. Devereux advised and assisted in numerous capital raising efforts for privately held middle market companies. These efforts included private placements of traditional corporate debt and equity as well as mezzanine and venture capital financings. Prior to VM Equity Partners, Mr. Devereux was a Trust Officer in the Privately Held Asset Division of the Northern Trust Corporation. He is a CFA Level II candidate. | ||
| Thomas H. Chow | Vice President | 2007 | 2009 |
| Biography | Mr. Chow is Partner of Capital Fixed Income Investors. He was a vice president and portfolio manager for Capital Research and Management Company. Prior to joinming Caital Research 2014, Mr. Chow is a member of the taxable fixed income portfolio management team for Delaware. His experience includes significant exposure to asset liability management strategies and credit risk opportunities. Prior to joining Delaware 2001, he was a trader of high grade and high yield securities, and was involved in the portfolio management of CBOs and insurance portfolios at SunAmerica from 1997 to 2001. Before that, he was an analyst, trader, and portfolio manager at Conseco Capital Management from 1989 to 1997. | ||
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