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Delaware Ivy Value Fund Class I (IYAIX)

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Ivy Value I historical data, for real-time data please try another search

17.68 +0.19 +1.09%

26/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 169.23M

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IYAIX Overview

On this page you'll find an in-depth profile of Delaware Ivy Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IYAIX among other information.

Contact Information

Address Delaware Funds by Macquarie
Philadelphia,PA
United States

Phone -

Top Executives

Name	Title	Since	Until
Nikhil G. Lalvani	Senior Portfolio Manager	2022	Now
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	2022	Now
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.
Erin Ksenak	Senior Vice President	2022	Now
Biography	Erin Ksenak is a Senior Vice President and Portfolio Manager. She is a portfolio manager on the firm’s U.S. Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in May 2017 as an equity analyst for the US Large Cap Value Equity team, she worked at Affinity Investment Advisors from 2014 to April 2017 as a portfolio manager for the domestic and international equity investment team. Ms. Ksenak graduated summa cum laude from Fordham University with a bachelor’s degree in finance.
Robert A. Vogel	Managing Director	2022	2023
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.
Matthew T. Norris	Senior Vice President	2003	2022
Biography	Matthew T. Norris is senior vice president and portfolio manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. He joined Macquarie Asset Management 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. From June 2005 until April 2010, he served as Director of Equity Research for IICO, in addition to serving as portfolio manager on the Fund. He earned a bachelor's degree from the University of Kansas, and an MBA from the University of Nebraska-Omaha. Mr. Norris is a CFA charterholder. He is a member of the Kansas City Society of Financial Analysts. He also serves as a member of the Finance Advisory Board for the University of Kansas School of Business.
Matthew D. Finn	Portfolio Manager	2001	2003
Biography	Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation.
Gary Aster	Investment Officer, equity Portfolio Manager	1998	2000
Biography	Aster is an investment officer and equity portfolio manager with Advantus Capital Management. He has more than 24 years of experience of investment. He previously served as a managing director and securities analyst at Dain Bosworth in Seattle. Prior to joining Dain Bosworth, he was a portfolio manager with SAFECO Asset Management. Earlier in his career, he served as general partner and director of research at Boettcher and Company. Aster holds the Chartered Financial Analyst designation.
Matthew D. Finn	Portfolio Manager	1994	1998
Biography	Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation.

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