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Delaware Equity Income Fund Class A (FIUTX)
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6.30
-0.00
0.00%
13/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 275.38M
First Investors Equity Income A
6.30
-0.00
0.00%
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FIUTX Overview
On this page you'll find an in-depth profile of Delaware Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FIUTX among other information.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scot Thompson | Portfolio Manager | 2021 | Now |
| Biography | Scot Thompson Managing Director, Co-Head of Systematic Investments, Portfolio Manager Scot Thompson is the co-head of the Macquarie Systematic Investments (MSI) team, a role he assumed in August 2014. His responsibilities include the day-to-day management of the global portfolios, oversight of the trading function, development of new strategies, and client engagement. From June 2003 to August 2014, Thompson was the equities head of product, responsible for product design, development, and client relationships for the firm’s Australian and global equities product range. Before that, he was a member of the firm’s private equity fund-of-fund and performance analytics teams. Prior to joining Macquarie in November 2001 as a quantitative performance analyst, he worked on the performance analytics team for Cogent Investment Administration, where he was responsible for investment performance and attribution reporting for a variety of clients over all asset classes. Thompson also work in civil engineering before moving to finance, working for several Australian companies as a project manager focusing on underground installations, quarrying, and mining. He received a Bachelor of Civil Engineering from the University of Sydney and a Master of Applied Finance from Macquarie University. | ||
| Benjamin Leung | Portfolio Manager | 2021 | Now |
| Biography | Benjamin Leung, CFA Managing Director, Co-Head of Systematic Investments, Head of Research Benjamin Leung is the co-head of the Macquarie Systematic Investments (MSI) team, a role he assumed in August 2014. In addition to the day-to-day management of the global portfolios, he is also the head of research, responsible for driving the continual evolution of the systematic investment process. Leung joined the MSI team in May 2005 as a quantitative analyst, where his responsibilities included the development and maintenance of various quantitative models. Following his successful efforts to expand the quantitative capability to international markets, he formed the foundation of the current systematic investment approach. Prior to joining the MSI team, he worked as a software engineer for Macquarie’s Investment Banking Group Information Services Division in Sydney. Leung received a Bachelor of Engineering with Honours and a Masters in Commerce from the University of New South Wales. | ||
| Nikhil G. Lalvani | Senior Portfolio Manager | 2019 | 2021 |
| Biography | Nikhil G. Lalvani, CFA Vice President, Senior Portfolio Manager, Team Leader — Large-Cap Value Equity Nikhil G. Lalvani is a senior portfolio manager for the firm’s Large-Cap Value team and assumed the role of Team Leader in October 2018. At Macquarie Investment Management (MIM) Lalvani has worked as both a fundamental and quantitative analyst. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg. Lalvani holds a bachelor’s degree in finance from The Pennsylvania State University. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| Kristen E. Bartholdson | Senior Portfolio Manager | 2019 | 2021 |
| Biography | Kristen E. Bartholdson is a senior portfolio manager for the firm’s US Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in 2006 as an associate portfolio manager, she worked at Susquehanna International Group from 2004 to 2006, where she was an equity research salesperson. From 2000 to 2004, she worked in equity research at Credit Suisse, most recently as an associate analyst in investment strategy. Bartholdson earned her bachelor’s degree in economics from Princeton University. | ||
| Robert A. Vogel | Managing Director | 2019 | 2021 |
| Biography | Robert A. Vogel Jr., CFA, is Managing Director and Senior Portfolio Manager. He is a senior portfolio manager for the firm’s U.S. Large Cap Value Equity team. Mr. Vogel joined the firm in 2004. He graduated from Loyola University Maryland, earning both bachelor’s and master’s degrees in finance. He also earned an MBA with a concentration in finance from The Wharton School of the University of Pennsylvania. Mr. Vogel is a member of the CFA Society New York, the CFA Institute, and the CFA Society of Philadelphia. | ||
| Sean Reidy | Portfolio Manager | 2011 | 2019 |
| Biography | Sean Reidy has served as Portfolio Manager of First Investors Management Company. Prior to joining FIMCO in 2010, Mr. Reidy was a proprietary trader at First New York Securities (2008-2010) and served as Co-Portfolio Manager and Research Director at Olstein Capital Management (1996-2007). | ||
| Matthew S. Wright | Portfolio Manager | 1998 | 2011 |
| Biography | Wright is portfolio manager with First Investors Management, his employer since February 1996. He first joined the firm as an equity analyst and was later appointed portfolio manager in September 1998. Previously, he was an analyst with Fuji Bank from May 1995 to January 1996. Prior to that, he was market editor with Bloomberg Magazine from June 1994 to April 1995 and editor/reporter with Bloomberg Business News from September 1991 to June 1994. | ||
| Jack B. Wolfman | Portfolio Manager | 1998 | 1998 |
| Biography | Wolfman has been a portfolio manager with FIMCO since January 1998. Prior to joining First Investors, he was an analyst with the New City Housing Authority from 1996 to 1998 and a senior economist with Wharton Econometric Forecasting Associates from 1992 to 1993. Also, Wolfman served as a senior economist with Economic Consulting & Planning, Inc. from 1987 to 1992 and as an economist with Merrill Lynch Economics, Inc. from 1980 to 1987. | ||
| Patricia D. Poitra | Portfolio Manager | 1997 | 1997 |
| 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. | ||
| Margaret Haggerty | managing portfolios | 1993 | 1997 |
| Biography | Haggerty is a vice president with First Investors Management Company, her employer since 1990. In April 1993, she began managing portfolios for the company as a utilities specialist. She has completed CFA Level I and NASD Series 7. Haggerty was born February 18, 1965 in Staten Island, New York. She enjoys travel, reading, and dancing. | ||
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