Latest Q&A Based Profiles ( 17 Interview )


Riding Leading Disruptors

Mid-Cap > Core

Delaware Smid Cap Growth Fund

OPMSX

Jan 1, 2020

As disruptive change can create a new set of winners, shareholders can find it rewarding to invest early in such leaders with long secular trends. Alex Ely, portfolio manager of the Delaware Smid Cap Growth Fund, and a team of analysts follow a disciplined process to identify a list of

Investing in Visible Change

Precious Metals-Minerals > NA

Delaware International Small Cap Fund

OGMIX

Nov 11, 2018

Stock markets tend to underestimate the duration of a positive fundamental change and the sustainability of earnings growth. Focusing on this inefficiency, the Delaware International Small Cap Fund team analyzes the factors that drive earnings growth and its duration in areas neglected by

Smoother Ride Through Diversification

NA > NA

Delaware Diversified Income Fund

Sep 9, 2017

In an investment universe as broad and diversified as the global bond market, disciplined and well-prepared investors can choose from a broad array of opportunities. Macquarie Investment Management portfolio manager Paul Grillo and his team take a flexible approach managing the Delaware Diversified Income Fund by identifying opportunities with attractive

Cash for Free Cash Flows

Mid-Cap > Value

Delaware Small Cap Value Fund

AMVGX

May 5, 2017

Separating winners from losers among myriad companies is never easy in the small-cap universe. Christopher S. Beck, portfolio manager of the Delaware Small Cap Value Fund, and the members of his team combine quantitative and qualitative research to identify companies that have the financial strength and proven capacity to generate

Responsible Income

Mid-Cap > Core

Delaware Wealth Builder Fund

AIWVX

Sep 9, 2016

Investors looking for stable returns are generally prepared to give up some of the upside as long as they avoid most of the downside. Bob Zenouzi, portfolio manager of the Delaware Wealth Builder Fund, seeks better downside protection by following a total return approach to investing in growth stocks that

Selectivity in Corporate Bonds

Large-Cap > Core

Delaware Corporate Bond Fund

AFDCX

Jan 1, 2016

Corporate bonds offer additional returns compared to government issued bonds, but selecting appropriate issuers requires considerable credit experience, especially when overseas issuers are concerned. Michael G. Wildstein, portfolio manager of the Delaware Corporate Bond Fund, and his team of researchers apply rigorous credit research to identify opportunities for income and

Total Return through Credit Selection

NA > NA

Delaware National High-Yield Municipal Bond Fund

Dec 12, 2014

The municipal bond market is regional and fragmented, and demands a deep understanding of the diverse base of issuers. The high-yield segment of the market is dominated by non-rated bonds that are issued by non-profit entities such as hospitals and charter schools across the nation. The municipal fixed income group

Dual Investing Approach to Global REITs

NA > NA

Delaware Global Real Estate Opportunities Fund

Dec 12, 2014

The real estate industry has transitioned to a much larger and global scale after the advent of securitization and the formation of the REIT structure. However, REITs are just as dependent on access to capital markets as local supply and demand factors. Bob Zenouzi and his team at Delaware Investments

A Broad Selection of Small Caps

Large-Cap > Growth

Delaware Small Cap Core Fund

FIFRX

Apr 4, 2014

Small-cap companies are under-followed and under-owned. Francis X. Morris and his team have an organized approach to select companies that are in the early part of the product cycle and have a catalyst to generate growth.

Location and Capital Cost Both Matter

Small-Cap > Growth

Delaware REIT Fund

FIDGX

Mar 3, 2014

The real estate investment trust industry has evolved to almost 10% of total U.S. stock market capitalization in the last two decades. Once a cottage industry with a local focus, it now operates on a global scale.