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Delaware Limited-term Diversified Income Fund Class A (DTRIX)
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- Classificação da Morningstar:
- Total de ativos: 435,58M
Delaware Limited-Term Diversified Inc A
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DTRIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Delaware Limited-term Diversified Income Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de DTRIX, entre outras informações.
Informações de Contato
Endereço
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Telefone
-
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Daniela M. Mardarovici | Portfolio Manager | 2020 | Agora |
| Biografia | Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, | ||
| J. David Hillmeyer | Senior Managing Director | 2020 | Agora |
| Biografia | J. David Hillmeyer, CFA Senior Managing Director, Co-Head of US Multisector Fixed Income J. David Hillmeyer co-leads the firm's US Multisector Fixed Income team for Macquarie Asset Management Fixed Income (MFI) with responsibility for investment strategy and business development across the full suite of US multisector strategies. In addition, Hillmeyer has responsibility for our global credit strategies. Hillmeyer is also a member of MFI's Global Leadership Group which is responsible for the overall management of MFI including setting and executing on the team's strategic vision. Prior to joining Macquarie Asset Management (MAM) in August 2007 as a vice president and corporate bond trader, he worked for more than 11 years in various roles at Hartford Investment Management Company, including senior corporate bond trader, high yield portfolio manager / trader, and quantitative analyst. He began his career as an investment advisor in January 1989 at Shawmut Bank, leaving the firm as an investment officer in November 1995. Hillmeyer earned his bachelor's degree from Colorado State University, and he is a member of the CFA Society of Philadelphia and the Philadelphia Council for Business Economics. | ||
| Brian C. McDonnell | - | 2012 | 2021 |
| Biografia | Senior Vice President, Senior Portfolio Manager, Senior Structured Products Analyst Brian C. McDonnell is a member of the firm's taxable fixed income portfolio management team with primary responsibility for portfolio construction and strategic asset allocation. He also serves as lead analyst for residential mortgage-backed securities. He joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in March 2007 as a vice president and senior structured products analyst/trader, assuming portfolio management responsibilities in 2009. Prior to joining Delaware Investments, he was a managing director and head of fixed income trading at Sovereign Securities, where he was responsible for risk management and hedging of the firm’s holdings. Earlier in his career, he spent more than 10 years in various fixed income capacities with Prudential Securities in New York. McDonnell has a bachelor’s degree in finance from Boston College, and he is a member of the CFA Society of Philadelphia. | ||
| John P. McCarthy | Co-Head | 2016 | 2020 |
| Biografia | John P. McCarthy is a senior portfolio manager for Delaware Management Company's high yield strategies, a role he assumed in July 2016. He is also co-head of credit research on the firm’s taxable fixed income team. McCarthy rejoined Delaware Investments in March 2007 as a senior research analyst after he worked in the firm’s fixed income area from 1990 to 2000 as a senior high yield analyst and high yield trader, and from 2001 to 2002 as a municipal bond trader. Prior to rejoining Delaware Investments, he was a senior high yield analyst/trader at Chartwell Investment Partners. McCarthy earned a bachelor’s degree in business administration from Babson College, and he is a member of the CFA Society of Philadelphia. | ||
| Adam H. Brown | Senior Portfolio Manager | 2013 | 2020 |
| Biografia | Adam H. Brown, CFA , is a senior portfolio manager on the Macquarie Investment Management Business Trust. He manages the bank loan portfolios and is a co-portfolio manager for the high yield, fixed rate multisector, and core plus strategies. Brown joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in April 2011 as part of the firm’s integration of Macquarie Four Corners Capital Management, where he had worked since 2002. At Four Corners, he was a co-portfolio manager on four collateralized loan obligations (CLOs) and a senior research analyst supporting noninvestment grade portfolios. Before that, Brown was with the predecessor of Wells Fargo Securities, where he worked in the leveraged finance group arranging senior secured bank loans and high yield bond financings for financial sponsors and corporate issuers. He earned a bachelor’s degree in accounting from the University of Florida and an MBA from the A.B. Freeman School of Business at Tulane University. | ||
| Roger A. Early | Senior Portfolio Manager | 2007 | 2020 |
| Biografia | Roger A. Early, CPA, CFA, CFP Senior Vice President, Co-Chief Investment Officer – Total Return Fixed Income Strategy Roger A. Early rejoined Delaware Investments in March 2007 as a member of the firm’s taxable fixed income portfolio management team, with primary responsibility for portfolio construction and strategic asset allocation. During his previous time at the firm, from 1994 to 2001, he was a senior portfolio manager in the same area, and he left Delaware Investments as head of its U.S. investment grade fixed income group. In recent years, Early was a senior portfolio manager at Chartwell Investment Partners and Rittenhouse Financial and served as the chief investment officer for fixed income at Turner Investments. Prior to joining Delaware Investments in 1994, he worked for more than 10 years at Federated Investors where he managed more than $25 billion in mutual fund and institutional portfolios in the short-term and investment grade markets. He left the firm as head of institutional fixed income management. Earlier in his career, he held management positions with the Federal Reserve Bank, PNC Financial, Touche Ross, and Rockwell International. Early earned his bachelor’s degree in economics from The Wharton School of the University of Pennsylvania and an MBA with concentrations in finance and accounting from the University of Pittsburgh. He is a member of the CFA Society of Philadelphia. | ||
| Paul Grillo | Assistant Vice President | 1999 | 2019 |
| Biografia | Paul Grillo, CFA, is a member of Delaware’s taxable fixed income portfolio management team with primary responsibility for portfolio construction and strategic asset allocation. He is also a member of the firm’s asset allocation committee, which is responsible for building and managing multi-asset class portfolios. He joined Delaware Investments in 1992 as a mortgage-backed and asset-backed securities analyst, assuming portfolio management responsibilities in the mid-1990s. Grillo serves as co-lead portfolio manager for the firm’s Diversified Income products and has been influential in the growth and distribution of the firm’s multisector strategies. Prior to joining Delaware Investments, Grillo served as a mortgage strategist and trader at Dreyfus Corporation. He also worked as a mortgage strategist and portfolio manager at Chemical Investment Group and as a financial analyst at Chemical Bank. Grillo holds a bachelor’s degree in business management from North Carolina State University and an MBA with a concentration in finance from Pace University. Effective June 1, 2019, Mr. Grillo has retired from DIFA. | ||
| Christopher M. Testa | Senior Vice President | 2014 | 2016 |
| Biografia | Christopher M. Testa, CFA, Senior Vice President, Senior Portfolio Manager, joined Delaware Investments in January 2014 as a senior portfolio manager in the firm’s corporate credit portfolio management group. Prior to joining Delaware Investments, he worked as a portfolio manager who focused on high yield credit at S. Goldman Asset Management from 2009 to 2012 and Princeton Advisory Group from 2012 to 2013. Prior to joining S Goldman in July 2009, Mr. Testa worked as a Managing Director for Drake Management from 2001 to 2009, and served as a Portfolio Manager and Head of US Credit for Drake’s three hedge funds and its separate account platform. From 1994 to 2001, Mr. Testa was Head of Credit Research and a High Yield Portfolio Manager at Goldman Sachs Asset Management. Previously, Mr. Testa worked as a Vice President of Credit Research at CS First Boston and Financial Analyst at Metropolitan Life Insurance Company. Mr. Testa received a B.A. from Hamilton College (Economics) and an M.B.A. in Finance with a concentration in investments from the Wharton School of Business at the University of Pennsylvania. He is also a Chartered Financial Analyst. | ||
| Thomas H. Chow | Vice President | 2013 | 2014 |
| Biografia | Mr. Chow is Partner of Capital Fixed Income Investors. He was a vice president and portfolio manager for Capital Research and Management Company. Prior to joinming Caital Research 2014, Mr. Chow is a member of the taxable fixed income portfolio management team for Delaware. His experience includes significant exposure to asset liability management strategies and credit risk opportunities. Prior to joining Delaware 2001, he was a trader of high grade and high yield securities, and was involved in the portfolio management of CBOs and insurance portfolios at SunAmerica from 1997 to 2001. Before that, he was an analyst, trader, and portfolio manager at Conseco Capital Management from 1989 to 1997. | ||
| Stephen R. Cianci | Senior Vice President, Senior Portfolio Manager, Analyst | 1999 | 2007 |
| Biografia | Steve Cianci, CFA, is Co-Head of the Global Fixed Income team and a Senior Portfolio Manager. Steve is responsible for managing all Multi-Sector and related strategies and in addition, he is responsible for strategic initiatives as the team’s business head. Prior to joining MacKay Shields in January 2018, he was with Aberdeen for 7 years where his responsibilities included Head of US Core Plus and Opportunistic fixed income on the North American Fixed Income team. Before joining with Aberdeen, Steve worked as Co-Head of Core and Core Plus fixed income strategies, lead portfolio manager for Short Duration products and the Head of Structured Products at Logan Circle Partners. Previously, he held similar roles as a Senior Vice President and Senior Portfolio Manager at Delaware Investments. He is an adjunct professor of finance and a member of the Business Advisory Council at Widener University. Steve graduated with a MBA and BA from Widener University and is a CFA charterholder. He has been working in the investment industry since 1992. | ||
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