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Optimum Large Cap Value Fund Institutional Class (OILVX)

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19.17 +0.08 +0.42%

17/05 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.78B

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OILVX Overview

On this page you'll find an in-depth profile of Optimum Large Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of OILVX among other information.

Contact Information

Address Delaware Funds by Macquarie
Philadelphia,PA
United States

Phone -

Top Executives

Name	Title	Since	Until
Jeff Agne	Managing Director	2020	Now
Biography	Jeff is a member of our Large-Cap team and is a portfolio manager for our US Large-Cap Core and US Large-Cap Value strategies. Jeff has been with the Firm since 2015 and in the industry since 2001. Previously, he served as a co-portfolio manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets, and a Consultant for FactSet Research Systems. Jeff earned a BS from the University of Vermont and an MBA from New York University's Stern School of Business.
Katherine A. Cannan	Associate	2019	Now
Biography	Katherine Ann Cannan - Investment Officer - Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2013; previous positions include Equity Research Analyst; MFS Summer Intern. - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co.. - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi
Paul Roukis	Managing Director	2016	Now
Biography	Paul is a member of our Large-Cap team and is a portfolio manager on our US Large-Cap Value strategy. Paul has been with the Firm since 2005 and in the industry since 1992. Previously, Paul was a research analyst for more than 12 years with Sidoti & Company, Schroders, NatWest Securities and Value Line. Paul earned a BBA from Hofstra University.
Nevin P. Chitkara	Investment Officer	2006	Now
Biography	Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.
Steven R. Gorham	Portfolio Manager	2003	2020
Biography	Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.
Chris R. Kaufman	Managing Director	2016	2020
Biography	As we previously communicated to our clients, our Large Cap Value co-portfolio manager Chris Kaufman has been on medical leave since late 2019. As Chris’ medical leave continues, he is no longer participating in the investment team’s activities. Paul Roukis, who has been a co-portfolio manager for the Large-Cap Value portfolios along with Chris for the past 15 years, continues to have primary responsibilities for the Large-Cap Value strategy. Paul has been with the company since 2005 and in the industry since 1992.
Randell Cain	Founder, CEO, CIO, Portfolio Manager	2010	2016
Biography	Randell (“Randy”) A. Cain, Jr., CFA is the founding partner of Kerusso Capital Management (KCM), CEO, CIO, and portfolio manager. Prior to founding KCM, Randy amassed over 25 years of investment experience working as an equity portfolio manager or analyst at firms such as Sustainable Insight Capital Management, Herndon Capital Management, NCM Capital Management, JP Morgan, and TradeStreet Investment Associates (now part of Bank Of America). Randy received an MBA from Harvard Business School, a Bachelor of Industrial Engineering from the Georgia Institute of Technology, and an interdisciplinary Bachelor of Science from Morehouse College. He earned the CFA designation in 1997. Randy also holds a Master of Divinity degree from Hood Theological Seminary and is in the process of earning his Doctor of Ministry degree from Duke Divinity School. Randy serves as the Pastor of Zion Memorial Missionary Baptist Church and serves his community in a variety of board activities.
Diane E. Jaffee	Group Managing Director	2005	2010
Biography	Ms. Jaffee is the Senior Portfolio Manager for the TCW Relative Value Large Cap, TCW Relative Value Dividend Appreciation, and TCW Relative Value Mid Cap strategies and funds. She joined TCW through the acquisition of SG Cowen Asset Management in 2001. She had been a Senior Portfolio Manager at Cowen Asset Management since 1995 and continues in that role at TCW. She has nearly 40 years of investment experience. Before joining Cowen, she was Vice President and Portfolio Manager at Kidder, Peabody & Co from 1986 to 1995. Prior to that, she was Vice President at Lehman Management Company from 1985 to 1986 and an Equity Analyst with Prudential Insurance from 1982 to 1985. In 2007, Ms. Jaffee was named the Separately Managed Accounts Award winner in the Large Cap Equity category by Standard & Poor’s and its award partners Prima Capital and Investment Advisor magazine. The TCW Relative Value Large Cap, Dividend Appreciation, and Mid Cap mutual funds have been each awarded Wall Street Journal’s “Category Kings” in their respective categories, multiple times in 2012, and the TCW Dividend Appreciation Fund was ranked the #1, top performing fund among Lipper Equity Income Funds for 2012. In 2013, the TCW Relative Value Large Cap mutual fund was ranked #1 fund for the first quarter and the #6 fund for the one-year period ending March 31, 2013 among Large Cap Value peers, while the Dividend Appreciation Fund ranked #2 for the quarter and #3 for the one-year period ending March 31, 2013 among Equity Income peers. Ms. Jaffee holds a BA in Economics from Wellesley College (1982). She has completed post-graduate work in Finance and Accounting at Rutgers University Graduate School of Management and is a CFA charterholder. Ms. Jaffee is also a member of the New York Society of Security Analysts, the Economic Club of New York, and the CFA Society.
Vince Vizachero	Vice President	2003	2005
Biography	Vizachero is a vice president and portfolio manager of Morgan Stanley Investment Advisors Inc., his employer since 2001. Prior to joining the firm, he was an analyst at Fidelity Investments. He is a member of the Association of Investment Management and Research and the Houston Society of Financial Analysts.

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