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Delaware Ivy Accumulative Fund Class A (UNACX)
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Waddell & Reed Accumulative A
6.10
-0.03
-0.49%
- Overview
- Profile
- Historical Data
- Holdings
UNACX Overview
On this page you'll find an in-depth profile of Delaware Ivy Accumulative Fund Class A. Learn about the key management, total assets, investment strategy and contact information of UNACX among other information.
Investment Strategy
The investment seeks to provide capital growth and appreciation. The fund seeks to achieve its objective to provide capital growth and appreciation by investing primarily in a diversified portfolio of common stocks of U.S. companies that Delaware Management Company (Manager) believes have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund will invest primarily in growth-oriented companies.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bradley D. Angermeier | Equity Analyst | 2022 | Now |
| Biography | Brad Angermeier is a 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 2017 as an equity investment analyst. Prior to that, he was an equity research analyst at Kornitzer Capital Management. From 2009 to 2013, he was with Columbia Threadneedle Investments (formerly Columbia Management), first serving as a fixed income research analyst, and then as a co-portfolio manager. He earned a bachelor’s degree with a double major in finance and accounting from Indiana University, Kelley School of Business. He earned an MBA from the University of Wisconsin, Wisconsin School of Business. He is a member of the CFA Institute and the CFA Society Kansas City. | ||
| Bradley M. Klapmeyer | - | 2022 | Now |
| Biography | Brad Klapmeyer is portfolio manager of the large cap growth product suite of mutual funds and institutional accounts. He has been portfolio manager since 2016 of Ivy Large Cap Growth Fund and Ivy VIP Growth. He managed the former Ivy Tax-Managed Equity Fund from 2014 to 2018. Mr. Klapmeyer joined the organization in 2007 as an equity investment analyst. He was appointed assistant vice president in 2010. He was assistant portfolio manager to the Large Cap Growth team from 2011 to 2016. He was appointed vice president in 2014 and senior vice president in 2018.Mr. Klapmeyer had been an associate analyst covering airlines for Prudential Equity Group, LLC from 2006 through 2007. He was an equity analyst for Commerce Bank from 2000 to 2006, where his research responsibilities were focused on electronic and health technologies. Mr. Klapmeyer graduated from Truman State University in 1999 with a BS in Finance and a minor in Economics. Mr. Klapmeyer is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City. | ||
| W. Alexander L. Ely | Portfolio Manager | 2021 | 2022 |
| Biography | Alex Ely Senior Vice President, Chief Investment Officer — Small/Mid-Cap Growth Equity Alex Ely joined Macquarie Investment Management (MIM) in February 2016 as part of the firm’s acquisition of Bennett Lawrence Management, LLC, a New York¬–based US growth equity manager. Prior to joining the firm as CIO of Small/Mid-Cap Growth Equity, he was portfolio manager and chief portfolio strategist at Bennett Lawrence. Ely joined Bennett Lawrence in 1997 as a portfolio analyst, and in 2002 he was promoted to portfolio manager. Before joining Bennett Lawrence, he was an equity product manager at Oppenheimer Management. From 1988 to 1989, he was a strategy clerk at the Boston Stock Exchange. Ely earned a bachelor’s degree in economics from the University of New Hampshire. | ||
| John Bichelmeyer | Vice President | 2018 | 2021 |
| Biography | Mr. Bichelmeyer joined IICO in May 2015 as a portfolio manager. Mr. Bichelmeyer joined WRIMCO in May 2015 as a portfolio manager and serves as a portfolio manager for another investment company managed by IICO. Prior to joining WRIMCO, he served as a portfolio manager for Kornitzer Capital Management, Inc. since 2007. Mr. Bichelmeyer earned a BS in Finance from Creighton University. He is a Chartered Financial Analyst. | ||
| Gustaf C. Zinn | Senior Vice President | 2018 | 2021 |
| Biography | Gus Zinn is a Senior Vice President of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Zinn joined Waddell & Reed in June 1998 as an investment analyst. He was named assistant vice president in January 2002. He assumed assistant portfolio manager responsibilities in July 2003 of the Waddell & Reed Advisors Science & Technology Fund, Ivy Funds VIP Science & Technology, and Ivy Science & Technology Fund. He was appointed vice president in January 2004. He was named co-portfolio manager of the Ivy Core, and appointed to be Senior Vice President in 2009. | ||
| Barry M. Ogden | Senior Vice President | 2004 | 2018 |
| Biography | Ogden is a Senior Vice Presidentand portfolio manager for Waddell & Reed Ivy Investment Company and Waddell & Reed Investment Management Company. He joined Waddell & Reed in July 1994 as an investment analyst. He was named assistant portfolio manager in January 1999. He was appointed portfolio manager in January 2002. Prior to joining Waddell & Reed, Ogden was affiliated with Arthur Andersen & Company as a senior accountant and business advisor. He is the Chartered Financial Analyst designation. | ||
| Antonio Intagliata | Senior Vice President | 1979 | 2004 |
| Biography | Intagliata is a senior vice president of Waddell & Reed Investment Management. He joined the company in 1973 as a senior investment analyst, and assumed portfolio-management responsibilities in 1979. He is also a member of the company's investment-policy committee and the common-stock-policy committee. Previously, he worked with St. Louis Union Trust Company as a securities analyst from 1966 to 1973. Intagliata is a member of the Association for Investment Management and Research. | ||
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