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- 晨星評級:
- 總資產: 279.86M
Ivy VIP International Core Equity Class II
16.830
-0.060
-0.36%
0P00003BVL綜觀
你可在本頁找到深入的Macquarie VIP International Core Equity Service公司檔案，包括0P00003BVL的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Trey Schorgl | Equity Analyst | 2023 | now |
| Charles John | Portfolio Manager | 2021 | now |
| 自傳 | Charles John works at Ivy Investments, Waddell & Reed as a Global Equity Investment Analyst responsible for investment opportunities in the Semiconductor, Semiconductor Equipment and Communications Equipment Sectors across all market cap ranges and serves as a portfolio manager for the International Core Equity. | ||
| Aditya Kapoor | Vice President | 2021 | now |
| 自傳 | 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. | ||
| F. Chace Brundige | Senior Vice President | 2021 | 2023 |
| 自傳 | Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst. | ||
| Catherine L. Murray | - | 2017 | 2021 |
| 自傳 | Catherine Murray was named co-portfolio manager of the international core equity product suite of mutual funds and institutional accounts in January 2017. She had been the assistant portfolio manager on the product since January 2014. She remains the firm’s international financial sector analyst, and previously was the firm’s global financial sector analyst. Prior to joining the organization in 2011, Ms. Murray had significant roles as both a sell-side and buy-side financial sector analyst. She was a managing director of JP Morgan and a senior sell-side banking industry analyst at JP Morgan Securities where she followed Latin American, U.S. regional and money center banks. She was an Institutional Investor (II) ranked analyst in two banking industry categories, and achieved the top II ranking as a Latin America banks analyst. Ms. Murray also was a managing director and senior financial services analyst at Neuberger Berman, and a financial sector strategist at WJB Capital. Ms. Murray graduated from the College of St. Catherine in St. Paul, Minnesota with a BA in French and Business Administration (accounting). She earned her MBA from the Wharton School, University of Pennsylvania, majoring in Finance. She has lived and studied in Mexico City and Paris, France. | ||
| John C. Maxwell | Senior Vice President | 2009 | 2021 |
| 自傳 | John Maxwell is co-portfolio manager of the international core equity product suite of mutual funds and institutional accounts. He has held portfolio manager responsibilities for the firm’s international core equity strategy since 2006. Mr. Maxwell also has been a co-portfolio manager of the Ivy Managed International Opportunities Fund since 2016. Mr. Maxwell joined the organization in 1998 as an equity investment analyst and has held several roles in the firm. As an equity analyst he followed industries in the consumer discretionary, consumer staples, information technology and telecom services sectors. He had been an assistant portfolio manager on the Value product suite, a portfolio manager of the Ivy Global Income Allocation Fund, and a co-portfolio manager of the Ivy Global Equity Income Fund. He joined the International team in 2004. Prior to joining the firm, Mr. Maxwell held positions with Fort Washington Investment Advisors, Procter & Gamble, and the White House Special Programs Office. He was a U.S. Army Reserve Officer. Mr. Maxwell graduated from the University of Kentucky in 1985 with a BS in Mechanical Engineering. He earned an MBA with an emphasis in Finance from The Johnson School at Cornell University in 1992. | ||
| Edgerton Tucker Scott | Vice President, Portfolio Manager, Research Analyst | 2003 | 2009 |
| 自傳 | Tucker Scott, CFA Vice President Portfolio Management/Research Templeton Investment Counsel, LLC. Mr. Scott joined the Templeton organization in 1996. He is currently vice president, portfolio manager, and research analyst with responsibility for institutional and retail accounts. His global research responsibilities include Internet software and services as well as commercial services. Mr. Scott also co-manages several small cap mutual funds and researches small cap stocks in support of those funds. | ||
| Tucker Scott | Portfolio Manager | 2000 | 2007 |
| 自傳 | Tucker Scott, CFA, Portfolio Manager, is an executive vice president for the Templeton Global Equity Group with responsibility for institutional and retail accounts. Mr. Scott has global research responsibility for the metals and mining industries. He joined the firm in 1996.Prior to joining Templeton in 1996, he worked for Aeltus Investment Management, where his industry coverage included telecommunication equipment and financial services. | ||
| Gary R. Clemons | President | 1997 | 2006 |
| 自傳 | Clemmons is a president and general partner of Mercator. He began his career as an investment professional over 16 years ago. From 1990 to 1993, he served as a research analyst and portfolio manager at Templeton Quantitative Advisors in New York. In addition, he served as an officer in the United States Marine Corps from 1981 to 1985. Clemons is a member of the South Florida Financial Analysts Society. | ||
| James E. Chaney | President | 1992 | 1997 |
| 自傳 | James Chaney is a General Partner of Mercator and is currently responsible for the Scandinavian markets. Prior Experience Jim began his investment career in 1985 as Vice President of International Equities at General Electric Investments. His responsibilities included research and portfolio management in addition to the development of a new money management subsidiary. In 1991, he joined Templeton Investment Counsel and became an Executive Vice President. Jim managed $5.2 billion in international and global assets, including separate accounts and several institutional mutual funds. | ||
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