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Macquarie Systematic Emerging Markets Equity Fund Class A (IPOAX)

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18.48 -0.10 -0.54%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI EM Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 131.27M

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IPOAX Overview

On this page you'll find an in-depth profile of Macquarie Systematic Emerging Markets Equity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of IPOAX among other information.

Contact Information

Address 125 West 55th Street
New York,NY 10019
United States

Phone -

Web www.macquarie.com

Top Executives

Name	Title	Since	Until
Samir Vanza	-	2024	Now
Biography	Samir is Head of Quantitative Research for the Macquarie Systematic Investments (MSI) Team, a role he assumed in November 2023. In this capacity, Samir is responsible for setting the research agenda of the MSI Team as well as overseeing the development and maintenance of existing systematic models for the MSI Team’s global equity portfolios. Prior to November 2023, he was a Senior Quantitative Analyst on the MSI Team. Before joining Macquarie, Samir worked as an Investment Analyst within the Asset Management team at Insurance Australia Group. In this role, he developed quantitative-based trading models and was involved in the monitoring and construction of investment portfolios. Samir completed his Bachelor of Business (Honours) at the University of Technology Sydney and completed a Post Graduate Diploma in Applied Statistics from Macquarie University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Benjamin Leung	Portfolio Manager	2021	Now
Biography	Ben is the Co-Head of the Macquarie Systematic Investments Team, a role he assumed in August 2014. He is responsible for the day-to-day management of the global portfolios, oversight of the trading function, development of new strategies, and client engagement.
Scot Thompson	Portfolio Manager	2021	2024
Biography	Scot is the Co-Head of the Macquarie Systematic Investments equities team. Scot’s responsibilities include the day to day management of the global portfolios, oversight of the trading function, development of new strategies and client engagement. Previously Scot was the equities Head of Product, responsible for product design, development and client relationships for the Australian and Global equities product range. Before this Scot was a member of the private equity fund-of-fund and performance analytics teams. Scot joined Macquarie in November 2001, prior to this he worked in the performance analytics team for Cogent Investment Administration. Scot also worked in civil engineering before moving across to finance, working for several Australian companies as a project manager focusing on underground installations, quarrying and mining.
Aditya Kapoor	Vice President	2017	2021
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.
Jonas Krumplys	Vice President	2014	2021
Biography	Jonas Krumplys is a Senior Vice President of Ivy Investment Management Company, a subsidiary of Waddell & Reed Financial, Inc. Mr. Krumplys graduated from the University of Illinois at Urbana in 1978 with a BS in Architecture. He completed his final year of architectural studies at Ecole Nationale Superieure d’ Architecture in Versailles, France. His focus was alternative energy usage in architecture. He graduated from the University of Illinois at Chicago with an MS in Chemical Engineering in 1982. He earned an MBA with an emphasis in Finance and Marketing from the University of Chicago, Graduate School of Business in 1986. Mr. Krumplys began his engineering career at International Harvester in 1981, becoming a consultant with the firm in 1983. His work was focused on plant bio-technology and nutrients. Mr. Krumplys joined Amoco Oil Company in 1982, holding a variety of technical, operational and finance positions. He entered the investment industry as a research analyst at Waddell & Reed in 1988. He joined Alliance Capital Management in New York in 1991 as an equity analyst and portfolio manager. During his tenure at Alliance he was named a Best of the Buyside Analyst by Institutional Investor. He joined Lincoln Equity Management in Chicago in 1995 as an analyst and portfolio manager for institutional and mutual fund clients investing in large cap growth stocks. Mr. Krumplys rejoined Waddell & Reed in 2006 as an investment analyst. He was appointed assistant vice president and named assistant portfolio manager of Waddell & Reed Advisors Asset Strategy Fund, Ivy Asset Strategy Fund and Ivy Funds VIP Asset Strategy in 2008. Mr. Krumplys was appointed vice president in 2009. Mr. Krumplys was named portfolio manager of Ivy Asset Strategy New Opportunities Fund upon the fund’s inception in 2010. The Ivy Asset Strategy New Opportunities Fund merged into Ivy Emerging Markets Equity Fund in 2014, with Mr. Krumplys a portfolio manager of the fund. He was appointed senior vice president in 2015. Mr. Krumplys is a CFA charterholder. He is a member of the CFA Institute and the Kansas City CFA Society.
Frederick Jiang	Senior Vice President	2004	2016
Biography	Jiang is senior vice president of Ivy Investment Management Co (IICO) and Waddell & Reed Investment Management Co (WRIMCO). From July 1999 to July 2003, he served as an investment analyst for Waddell & Reed covering the Asia-Pacific region. Prior to joining Waddell & Reed, Jiang was affiliated with ABN AMRO Hoare Govett Asia, Ltd. in Hong Kong from 1994 to 1997 as an equity research analyst. Mr. Jiang holds a BA degree in Economics from the Central University of Finance and Economics, Beijing, China, and earned an MBA degree in Finance from New York University. Mr. Jiang is a Chartered Financial Analyst. He is the Chartered Financial Analyst designation.
Thomas A. Mengel	Senior Vice President	2002	2004
Biography	Mr. Mengel is senior vice president of Waddell & Reed Investment Management Co (WRIMCO) and Ivy Investment Management Co (IICO). Mr. Mengel has been a portfolio manager for, and employee of, WRIMCO since May 1996, other than a leave from December 31, 2008 through June 30, 2009. He is a graduate of the University of Berlin with a degree in Business, Finance and Economics.
Sheridan P. Reilly	Portfolio Manager	2000	2001
Biography	Reilly is a portfolio manager with Ivy Management, his employer since May 2000. Previously, he was a vice president and portfolio manager with Scudder Kemper Investments from 1995 to 2000. Prior to that, he was with American Express Financial Advisors from 1987 to 1995, focusing on strategies for global bond portfolios, currency hedging, and foreign equity markets. He also worked for the United Nations for five years. Reilly holds the Chartered Financial Analyst designation.
Justin Lu	Research Analyst	1999	2000
Biography	Lu is a research analyst with Ivy Management, his employer since 1995. Prior to joining the firm, he was an analyst for Dunn and Bradstreet in Shanghai.
Oleg A. Makhorine	Portfolio Manager	1999	2000
Biography	Oleg Makhorine is a co-portfolio manager for the Special Global Equity and Precious Metals teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a senior research analyst for the Berkeley Street International Equity team, having joined WFAM from the Evergreen merger. Before that, Oleg served as partner and portfolio manager with Sphynx Funds and as an international equities analyst with Mackenzie Investment Management. Earlier, he was a financial analyst and emerging markets analyst with L.E. Holdings. Oleg earned a bachelor’s degree in finance from the International Business Academy and a master’s degree in finance from Florida International University. He is a member of CFA Society Miami.

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