Ivy Investment Management Company

Ivy Investment Management Company has been registered as an investment adviser since 2002. Ivy is a wholly owned, direct subsidiary of Waddell & Reed Financial, Inc. (“WDR”). WDR is a publicly traded national financial services firm and is one of the oldest mutual fund complexes in the United States. WDR, either directly or through its investment management subsidiaries, has provided continuous investment management services for over 80 years. Ivy acts as investment adviser for a variety of clients, including registered investment companies, institutional and other private investors and provides sub-advisory services to unaffiliated U.S. mutual funds.

MEET THE MANAGERS

KIMBERLY A. SCOTT, CFA
Senior Vice President, Portfolio Manager

Kim Scott is co-portfolio manager of the mid cap product suite of mutual funds and institutional accounts. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016.

Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004.

Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the
University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco.

Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987.

Ms. Scott is a CFA(r) charterholder. She is a member of the CFA Institute and the CFA Society Kansas City.

NATHAN A. BROWN, CFA
Senior Vice President, Portfolio Manager

Nathan Brown is co-portfolio manager of the mid cap product suite of mutual funds and institutional accounts. He has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. He had been assistant portfolio manager of Ivy Mid Cap Growth Fund and Ivy VIP Mid Cap Growth since 2011. He was named co-portfolio manager of the product suite in 2016.

Mr. Brown joined the organization in 2003 as an equity investment analyst. He was appointed assistant vice president in 2010 and vice president in 2014. He was appointed senior vice president in 2018.

Prior to joining the firm, Mr. Brown interned with Morgan Keegan. From 1999 to 2001 he completed five rotations at General Electric-Aircraft Engine’s financial management program. In 1999 he was a securities analyst for Krause Fund, where his responsibilities were concentrated in the utilities sector.

Mr. Brown graduated with honors from the University of Iowa, Henry B. Tippie School of Business in 1999 with a BBA in Finance. He earned an MBA with an emphasis in Finance and Accounting from Vanderbilt University, Owen Graduate School of Management in 2003.

Mr. Brown is a CFA(r) charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.

INVESTMENT APPROACH

Through all market cycles, Ivy remains dedicated to the following investment principles:

  • Rigorous fundamental research – an enduring investment culture that dedicates itself to analyzing companies on its own rather than relying exclusively on widely available research produced by others.
  •  Collaboration and accountability – a balance of collaboration and individual accountability, which ensures the sharing and analysis of investment ideas among investment professionals while empowering portfolio managers to shape their portfolios individually.
  • Growth and protection of investors’ assets – a sound approach that seeks to capture asset appreciation when market conditions are favorable and, especially, strives to manage risk during difficult periods.

These three principles shape Ivy’s investment philosophy and approach to asset management. Through bull and bear markets, Ivy’s investment professionals have not strayed from Ivy’s time tested investment process centered on fundamental research.

Click here to read Ivy’s disclosure brochure (ADV Part 2A)

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