• 

  Philip J. Sanders, CFA

  • — Chief Executive Officer,
    Waddell & Reed Financial, Inc
  • — President,
    Ivy Investment Management Company
  • — 30 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
  • — 27 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
  • — 3 Assistant Portfolio Managers
  • — 14 Analysts
  • — 3 Client Portfolio Managers

• Global Fixed Income Team

  • —8 Portfolio Managers
  • — 5 Assistant Portfolio Managers
  • — 12 Analysts

• Trading / Derivatives Team

  • — 12 Traders
  • — 3 Derivatives Specialists

Investment Team Facts

• Average portfolio manager experience

  • — 24 years

• Average tenure at the firm

  • — 16 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