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Ivy Micro Cap Growth Fund Class A (IGWAX)

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Ivy Micro Cap Growth A historical data, for real-time data please try another search

28.61 -0.21 -0.73%

02/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 90.48M

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IGWAX Overview

On this page you'll find an in-depth profile of Ivy Micro Cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of IGWAX among other information.

Contact Information

Address 6300 Lamar Avenue, P.O. Box 29217
Overland Park,KS 66202
United States

Phone +1 8007776472

Web www.ivyfunds.com

Top Executives

Name	Title	Since	Until
John Bichelmeyer	Vice President	2015	2018
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.
Alexis C. Waadt	Co-Manager	2013	2015
Biography	ALEXIS C. WAADT – Principal, Portfolio Manager Ms. Waadt has 30 years of investment experience and has been a member of the investment team since 1997, specializing in Technologies (including Financial Technology) and Utilities. She has over eight years experience on the brokerage side, primarily in the institutional arena. Prior to joining WSA in 1997, she worked for four years at Hambrecht and Quist, in the institutional sales group, and four years as an analyst at Foresters Equity Services, Inc. Education: BA – Economics, University of California, San Diego; MBA – Finance, San Diego State University.
Luke A. Jacobson	Portfolio Manager	2012	2015
Biography	LUKE A. JACOBSON, CFA – Principal, Portfolio Manager Mr. Jacobson has 15 years of investment experience and has been a member of the investment management team since 2006, specializing in Producer Durables, Financial Services, and Materials and Processing. Mr. Jacobson is a member of WSA’s Chief Investment Officer Committee. His career has specialized in growth equities, starting at Thomas Weisel Partners where he worked for two years on the Product Management Team in the Institutional Sales and Research group. He then worked at Seneca Capital Management as a Marketing Analyst, specializing in portfolio analytics for marketing and client service. He started at WSA in 2004 and was promoted to Investment Analyst in 2006 and Portfolio Manager in 2011. Mr. Jacobson received his BS – Finance, University of Missouri and is a member of the CFA Institute and the CFA Society of San Diego.
Paul J. Ariano	Senior Vice President	2009	2015
Biography	PAUL J. ARIANO, CFA – Principal, Portfolio Manager Mr. Ariano has 27 years of investment experience and has been a member of the investment management team since 1995, specializing in the coverage of Healthcare, Energy and Producer Durables stocks. Mr. Ariano is a member of WSA’s Chief Investment Officer Committee. Prior to joining WSA, he worked for two years at Wilshire Associates as an analyst in their Pension Consulting division. Education: BA - Business Administration, University of San Diego; MS – Finance, San Diego State University. Mr. Ariano is a member of the CFA Institute as well as the CFA Society of San Diego.
Paul K. LeCoq	Senior Vice President	2009	2015
Biography	PAUL K. LECOQ – Principal, Portfolio Manager Mr. LeCoq has 31 years of industry experience and has been a member of the investment management team since 1999, specializing in Consumer Discretionary, Consumer Staples and Producer Durables. Mr. LeCoq is a member of WSA’s Chief Investment Officer Committee. Prior to joining WSA, he worked for approximately 5 years at CIBC World Markets as an Executive Director of Institutional Equity Sales and 9 years at Ragen MacKenzie Group where he held a similar position. Education: BA – Economics, Pacific Lutheran University (Magna Cum); MBA – Finance, University of Chicago.
William Jeffery	President & CIO	2009	2014
Biography	Mr. Jeffery Co-Founded WSA in 1987 and oversees the investment function and all business activities. Mr. Jeffery’s areas of sector specialization are Healthcare, Consumer Discretionary, and Energy. His 45-year career in smaller growth stocks spans 3 full market cycles and qualifies him uniquely as a member of the firm’s investment team. His previous career assignments include President and Portfolio Manager of California First Capital Management, and Vice President, Manager of Trust Investments at California First Bank where he supervised the investment of a billion dollar trust portfolio. Education: BBA and MBA, University of Michigan
Kenneth F. McCain	Executive Vice President	2009	2014
Biography	Mr. McCain Co-Founded WSA in 1987 and specializes in Technology stocks. Over the course of Mr. McCain’s 41-year investment career, he has specialized in smaller capitalization growth companies with particular emphasis on leading-edge technologies and innovative consumer companies. Mr. McCain’s previous career positions include, Vice President, Portfolio Manager, California First Capital Management, and Vice President, Trust Investment Officer, California First Bank. In this capacity he received national recognition for the superior returns generated during his 7-year tenure as manager of the bank’s small-cap special equity portfolios. Education: BA and MBA, San Diego State University.
Carl M. Wiese	-	2009	2012
Biography	"Mr. Wiese specializes in business services, materials, financials as well as non-traditional areas of growth. He has 20 years of experience, and has been a member of the investment management team for 10 years. Prior to joining WSA, he worked for 4 years as an analyst/portfolio manager at Hokanson Capital Management, as well as 4 years at William O'Neil & Company as an analyst. Education: BBA - Business Administration, University of San Diego; MS – Finance, San Diego State University. Mr. Wiese is a member of the CFA Institute as well as the Financial Analysts Society of San Diego. "

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