The Fed shifts on inflation – What does it mean?
The Fed unveiled a revision to its monetary policy, allowing for higher inflation to help support the labor market. We believe this action could keep interest rates low for years.
Ivy Live offers key insights from the Ivy Investments team on trends impacting the capital markets and the global economy.
As active managers, our approach to global investing relies on our time-tested, fundamental investment process. Our panelists recently shared how they navigate and evaluate global events – from increasing tensions between the U.S. and China to pandemic-driven supply chain disruptions – which shape our investment decisions.
Chief Investment Officer
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Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc. and the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the company’s investment management division.
Mr. Hanson joined the company in June 2019 and has more than 25 years of investment and leadership experience. Prior to joining the company, he served as Portfolio Manager and Managing Director, Office of the CIO with BlackRock from 2003 to 2013, as Partner, Head of U.S. Equities and Co-Chair of the Investment Strategy Committee for Jarislowsky Fraser Global Investment Management from 2013 to 2018 and most recently as Head of Impact Investing for JANA Partners LLC.
Mr. Hanson earned his Bachelor’s degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder and is a member of the CFA Institute.
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Jonas Krumplys is co-portfolio manager of Ivy Emerging Markets Equity Fund. He had been portfolio manager of Ivy Asset Strategy New Opportunities Fund from its inception in 2010 to 2014, when the fund merged into Ivy Emerging Markets Equity Fund with Mr. Krumplys as co-portfolio manager. He served as sole manager of the fund from May 2016 to January 2017.
Mr. Krumplys joined the organization in 2006 as an equity investment analyst after a previous tenure with the firm as an analyst from 1988 to 1991. He was appointed assistant vice president and named assistant portfolio manager of the firm’s Asset Strategy funds in 2008. He was appointed vice president in 2009 and senior vice president in 2015.
Mr. Krumplys began his engineering career at International Harvester in 1981, becoming a consultant with the firm in 1983. His work was focused on plant bio-technology and nutrients. He joined Amoco Oil Company in 1982, holding a variety of technical, operational and finance positions. He entered the investment industry as a research analyst at Waddell & Reed in 1988. He joined Alliance Capital Management in New York in 1991 as an equity analyst and portfolio manager. During his tenure at Alliance he was named a Best of the Buyside Analyst by Institutional Investor. He joined Lincoln Equity Management in Chicago in 1995 as an analyst and portfolio manager for institutional and mutual fund clients investing in large cap growth stocks.
Mr. Krumplys graduated from the University of Illinois at Urbana in 1978 with a BS in Architecture. He completed his final year of architectural studies at Ecole Nationale Superieure d’ Architecture in Versailles, France. His focus was alternative energy usage in architecture. He graduated from the University of Illinois at Chicago with an MS in Chemical Engineering in 1982. He earned an MBA with an emphasis in Finance and Marketing from the University of Chicago, Graduate School of Business in 1986.
Mr. Krumplys is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
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Chace Brundige is co-portfolio manager of Ivy Asset Strategy Fund and Ivy VIP Asset Strategy since 2014. He was named a portfolio manager of Ivy VIP Pathfinder Portfolios and InvestEd Portfolios in 2016. Mr. Brundige became a member of the portfolio management team of the Waddell & Reed Advisors Wilshire Global Allocation Fund – which was later merged into the Ivy Wilshire Global Allocation Fund – in 2017. The fund is sub-advised by Wilshire Associates, Inc.
Mr. Brundige joined the organization in 2003 as vice president and assistant portfolio manager to the Large Cap Growth team after a previous tenure with the firm as an equity investment analyst from 1996 to 1999. He was portfolio manager of the firm’s Tax-Managed Equity Fund from 2006 to 2008 and the Global Growth funds from 2009 to 2014. He was appointed senior vice president in 2012.
Mr. Brundige began his investment career at UMB Financial Corp. in 1991. He joined Waddell & Reed as an equity analyst in 1996. He joined TCW/WestBridge Ventures LLC in San Francisco as a vice president and limited partner in 1999. Mr. Brundige was an original member of Trust Company of the West’s venture capital arm. He was a vice president and sector head for Citadel Investment Group in 2001.
Mr. Brundige graduated from Kansas State University in 1991 with a BS in Finance. He earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business in 1996.
Mr. Brundige is a CFA charterholder.
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Niuzhuo Zuo joined the organization in 2014 as an equity investment analyst. In 2019 she began providing support for the Ivy International Core Equity strategy with a focus on understanding and identifying investment opportunities surrounding the ecosystem of the Chinese consumer. She has research responsibilities covering industries in the consumer staples and consumer discretionary sectors.
Prior to joining the firm, Ms. Zuo was a securities analyst intern in the Domestic Fixed Income Group at the State of Wisconsin Investment Board. She began her career at SwiftTrade, Inc., Chengdu Branch, Sichuan, China, as a proprietary trader in 2009.
Ms. Zuo graduated from Sichuan University, Chengdu, Sichuan, China in 2009 with a BS in Mathematics and Applied Mathematics. She earned an MBA through the Applied Security Analysis Program from the University of Wisconsin-Madison in 2014. She has passed Level II of the CFA exam.
Past performance is not a guarantee of future results. Remarks on these panels are for informational purposes only and are not meant to predict or project the future performance of any investment product. The opinions are current through the date of each panel, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. The information is not a recommendation to purchase, sell or hold any specific fund or security mentioned or to engage in any investment strategy. Funds or securities discussed may not be suitable for all investors.