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Macquarie Pooled Trust Core Plus Bond Portfolio (DCPFX)
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23/07 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 159,04M
Delaware Pooled Core Plus Fixed Income
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DCPFX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Macquarie Pooled Trust Core Plus Bond Portfolio. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de DCPFX, entre outras informações.
Informações de Contato
Endereço
100 Independence, 610 Market Street
Philadelphia,PA 19106
United States
Philadelphia,PA 19106
United States
Telefone
215-255-2300
Fax
215-255-1196
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Daniela M. Mardarovici | Portfolio Manager | 2019 | 2021 |
| 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 Portfolio Manager | 2014 | 2021 |
| Biografia | J. David Hillmeyer is head of multisector/global fixed income in the Americas. He is co-portfolio manager for the fixed rate diversified multisector, core plus, and investment grade corporate bond strategies. Prior to joining Delaware Investments 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. | ||
| Adam H. Brown | Senior Portfolio Manager | 2015 | 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. | ||
| Paul A. Matlack | Vice President, Senior Portfolio Manager | 2012 | 2020 |
| Biografia | Paul A. Matlack, CFA Senior Vice President, Senior Portfolio Manager, Fixed Income Strategist Paul A. Matlack is a strategist and senior portfolio manager for Delaware's fixed income team. Matlack rejoined the firm in May 2010. During his previous time at Delaware Investments, from September 1989 to October 2000, he was senior credit analyst, senior portfolio manager, and left the firm as co-head of the high yield group. Most recently, he worked at Chartwell Investment Partners from September 2003 to April 2010 as senior portfolio manager in fixed income, where he managed core, core plus, and high yield strategies. Prior to that, Matlack held senior roles at Turner Investment Partners, PNC Bank, and Mellon Bank. He earned a bachelor’s degree in international relations from the University of Pennsylvania and an MBA with a concentration in finance from George Washington University. | ||
| John P. McCarthy | Co-Head | 2012 | 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. | ||
| Craig C. Dembek | Head | 2012 | 2020 |
| Biografia | Craig C. Dembek is head of credit research and senior research analyst on Delaware Management Company's taxable fixed income team with primary responsibility for banks, brokers, insurance companies, and real estate investment trusts (REITs). He rejoined the firm in March 2007. During his previous time at Delaware Investments, from April 1999 to January 2001, he was a senior investment grade credit analyst. Most recently, he spent four years at Chartwell Investment Partners as a senior fixed income analyst and Turner Investment Partners as a senior fixed income analyst and portfolio manager. Dembek also spent two years at Stein, Roe & Farnham as a senior fixed income analyst. Earlier in his career, he worked for two years as a lead bank analyst at the Federal Reserve Bank of Boston. Dembek earned a bachelor’s degree in finance from Michigan State University and an MBA with a concentration in finance from the University of Vermont. | ||
| Roger A. Early | Senior Vice President | 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 | 2002 | 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 | 2007 | 2014 |
| Biografia | Mr. Chow is 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. | ||
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