Delaware Funds by Macquarie provides investment sub-advisory services, including portfolio management, investment research and analysis, to registered investment companies.
It is a subsidiary, and subject to the ultimate control, of Macquarie Group Limited (“Macquarie”). Macquarie is a Sydney, Australia-headquartered global provider of banking, financial, advisory, investment and funds management services.
As of December 31, 2020, the public investments divisions of Macquarie’s asset management business had total assets under management of approximately $268.1 billion.
MEET THE MANAGERS
Kimberly A. Scott has been a Senior Vice President and Portfolio Manager of DIFA since 2021. Prior to joining DIFA, Ms. Scott served as an investment analyst with Ivy Investment Management Company from April 1999 to February 2001 and as portfolio manager of several investment companies managed by Ivy Investment Management Company from February 2001 to April 2021. Ms. Scott earned a BS degree in Microbiology from the University of Kansas, and holds an MBA from the University of Cincinnati. She is a Chartered Financial Analyst (CFA) Charterholder.
Nathan A. Brown has been a Senior Vice President and Portfolio Manager of DIFA since 2021. Prior to joining DIFA, Mr. Brown served as an investment analyst with Ivy Investment Management Company from 2003 to 2010, was appointed Assistant Vice President in January 2010 and served as an assistant portfolio manager of investment companies managed by Ivy Investment Management Company from February 2011 to April 2021. Mr. Brown earned a BBA in Finance from the University of Iowa and holds an MBA with an emphasis in Finance and Accounting from Vanderbilt University.
Bradley P. Halverson has been a Managing Director and Senior Vice President for DIFA since April 2021. Prior to Joining DIFA, Mr. Halverson served as investment analyst for Ivy Investment Management Company’s small capitalization growth team from 2008 until 2016 and as portfolio manager of several investment companies managed by Ivy Investment Management Company from January 2016 to April 2021. Mr. Halverson earned a BS degree and a MS degree in Accounting from Brigham Young University and an MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan.
