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Market Perspectives / 11.30.18
Can Emerging Asia dethrone Silicon Valley?
Emerging Asia is solidifying its place in the global technology landscape where the region has evolved from copycat to pioneer. The Ivy Investments team gives its view on how the future of innovation is gradually shifting to areas of the world previously viewed as a hub for low-cost manufacturing or assembly.
Ivy Live / 11.14.18
Consumption disruption in 2019?
The U.S. consumer is alive and well, and has been a significant contributor to domestic economic growth in 2018. Because consumer confidence and robust spending go hand in hand, what’s the outlook for 2019?
Watch the November Ivy Live replay for our take.
Portfolio Perspectives / 11.13.18
Drilling into potential of Oil Services, E&P companies
We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.
Webcasts / 12.07.18
Three Methods to Capture Your Share of Multi-Generational Wealth
Did you know most financial advisors are fired when younger generations inherit their parents’ wealth? Discover how to retain your portion of the trillions that will be inherited by building a multi-generational practice.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
July Highlights - Shale vs. The World: What's next in a volatile oil market?
Will increased output by OPEC and U.S. shale oil producers put
a lid on prices? How might the supply/demand balance change
if global growth cools?
David Ginther, CPA
Ivy Investment Management Company View Full Bio
David Ginther is co-portfolio manager of Ivy Energy Fund, Ivy VIP Energy and Ivy Global Investors Energy Fund; and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He has been portfolio manager of the Energy strategies since 2006 and of the Natural Resources strategies since 2013. He also has been co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since its inception in 2016. Mr. Ginther joined Waddell & Reed in 1995 as an equity investment analyst. He was named assistant portfolio manager of Waddell & Reed Advisors Core Investment Fund in 1999. He was portfolio manager of Ivy Dividend Opportunities fund and Ivy VIP Dividend Opportunities from 2003 to 2013. He was appointed assistant vice president in 1999 and vice president in 2000. He was appointed senior vice president in 2006. Prior to joining Waddell & Reed, Mr. Ginther was a senior business analyst with Amoco Corporation. He began his career with Amoco in 1986, analyzing natural gas fields in Tulsa. He then moved to Amoco corporate headquarters in Chicago and joined its international operations. From there, he moved to Houston and worked in the Worldwide Exploration Business Unit, including international assignments in Africa. Mr. Ginther graduated from Kansas State University in 1986 with a BS in Accounting. He earned a Certified Public Accountant designation in 1992.
Michael Wolverton, CFA Portfolio Manager
Ivy Investment Management Company View Full Bio
Michael Wolverton is co-portfolio manager of Ivy Energy Fund and Ivy VIP Energy, and of Ivy Natural Resources Fund and Ivy VIP Natural Resources. He was named co-portfolio manager of the Energy and Natural Resources strategies in 2016. He had been assistant portfolio manager on those strategies since 2013. He has been co-portfolio manager of Ivy Focused Energy NextShares, an exchange-traded managed fund, since inception in 2016. Mr. Wolverton joined Waddell & Reed in 2005 as an equity investment analyst. He was appointed assistant vice president in 2012 and vice president in 2017. His research responsibilities are concentrated in energy equipment and services, and oil, gas and consumable fuels. From 2003 through 2005 Mr. Wolverton was affiliated with the MBA Investment Fund, LLC as a portfolio manager. In this role, he and his team were responsible for managing three equity and fixed income portfolios totaling $12 million. He held a summer intern position with Waddell & Reed in 2004. Mr. Wolverton graduated from William Jewell College in 1997 with a BS in Accounting. He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2005. Mr. Wolverton is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.