Investment Team

We have at our core a highly respected investment organization that traces its roots to the inception of the mutual fund industry. Our heritage and our culture are built upon a commitment to investment excellence.

Our Investment Team

  • Philip J. Sanders, CFA

    • — Chief Executive Officer,
      Waddell & Reed Financial, Inc
    • — President,
      Ivy Investment Management Company
    • — 31 years experience

  • Daniel P. Hanson, CFA

    • — Chief Investment Officer
      Waddell & Reed Financial, Inc
    • — Chief Investment Officer
      Ivy Investment Management Company
    • — 25 years experience

  • Gilbert C. Scott, CFA

    • — Global Director Equity and Fixed Income Research
    • Ivy Investment Management Company
    • — 28 years experience

  • Mark G. Beischel, CFA

    • — Global Director of Fixed Income
    • Ivy Investment Management Company
    • — 26 years experience

Our Teams

  • Economic Team

    • — 2 Global Economists
    • — 1 U.S. Economist

  • Global Equity Team

    • — 25 Portfolio Managers
    • — 4 Assistant Portfolio Managers*
    • — 14 Analysts
    • — 3 Client Portfolio Managers

  • Global Fixed Income Team

    • —8 Portfolio Managers
    • — 5 Assistant Portfolio Managers
    • — 12 Analysts
    • — 1 Client Portfolio Manager**

  • Trading / Derivatives Team

    • — 11 Traders
    • — 3 Derivatives Specialists

*With investment analyst responsibilities.
**Responsibilities held by fixed income analyst.

Investment Team Facts

  • Average portfolio manager experience

    • — 24 years

  • Average tenure at the firm

    • — 17 years
Our expertise spans nearly all asset classes, sectors and disciplines, and has helped us deliver consistently competitive results across a variety of market environments. Our product lineup encompasses domestic, global and international equities; domestic and international fixed-income; specialty funds and money market funds.

Our Sub-advisers

  • Pzena Investment Management, LLC

    • — New York, NY
    • — Investment specialty: Value equities

  • Securian Asset Management, INC.

    • — St. Paul, MN
    • — Investment specialty: real estate and core fixed income

  • Lasalle Investment Management Securities

    • — Baltimore, MD
    • — Investment specialty: global real estate securities

  • Pictet Asset Management

    • — London, U.K.
    • — Investment specialty: emerging market debt and unconstrained bond

  • Apollo Credit Management, LLC

    • — New York, NY
    • — Investment specialty: credit, fixed income

  • Mackenzie Investments Europe Limited

    • — Dublin, Ireland
    • —Investment Specialty: International Small Cap

  • Wilshire Associates Incorporated

    • — Santa Monica, CA
    • —Investment specialty: Diversified financial services

  • ProShare Advisors LLC

    • — Bethesda, MD
    • —Investment specialty: index mutual funds and exchange traded funds (ETFs)

  • PineBridge Investments LLC

    • — New York, NY
    • —Investment specialty: High yield fixed income