Macquarie Asset Management has announced that Brad Halverson, a comanager of Delaware Ivy Small Cap Growth WSGAX, will leave that management team to become a comanager of Delaware Ivy Mid Cap Growth WMGRX and Delaware Ivy Mid Cap Income Opportunities IVOIX, effective Nov. 15, 2021. He will join Kim Scott and Nathan Brown, two managers who have a long history of collaboration with one another.
Will IYMIX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYMIX’s performance objective and investment process is for both security selection and portfolio construction.
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The Parent Pillar is our rating of IYMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.