Delaware Smid Cap Growth Fund - Keywords

 

INVESTMENT FOCUS

  • Innovators and Disruptors
  • Growth and Quality
  • Smid Cap Strategy
  • Technology Leaders
  • Small-Cap and Mid-Cap Growth

INVESTMENT PHILOSOPHY

  • Long-Term Investor
  • Long-Term Optimist
  • Quality Focus
  • Research Driven
  • Disciplined Investing
  • Growth Leaders
  • Innovation Driven
  • Capital Protection
  • Concentrated Investing

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Company-by-Company
  • Identifying Disruptors
  • Seeking Positive Fundamental Change
  • Earnings Power Analysis
  • Fundamental Analysis

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Revenue Growth Models
  • Bottom-up Selection
  • Core Business Runway
  • Improving Financials
  • Pricing Power
  • Expected Return Calculation
  • No Macro Overlay
  • Growth Longevity Analysis
  • Sustainable Business Models
  • Business and Financial Models
  • Size of Disruption

PORTFOLIO CONSTRUCTION

  • Benchmark Aware
  • Concentrated Portfolio
  • Let Winners Run
  • Strict Sell Discipline
  • Collaborative

RISK CONTROL

  • Stock Selection Process
  • Downside Control
  • Permanent Loss of Capital
  • Position Size
  • Never Compromise on Quality
  • Deep Research Driven
  • Management Trust
  • Performance Preservation

FUND HISTORY

  • 40 Years of Consistent Focus