Nathan Brown is co-portfolio manager of the mid cap growth 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 mid cap growth 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.
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 charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
IVOAX | Ivy Mid Cap Income Opportunities Fund | $2000 M |
IGRFX | Ivy Mid Cap Growth Fund | $8400 M |
* Net Assets include for all classes