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

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.

Total Returns with Floating Rate Funds

Precious Metals-Minerals > NA

Delaware Diversified Floating Rate Fund

FGPMX

Aug 8, 2013

Floating rate funds invest primarily in bank loans that are below investment grade and have several risks including prepayment and can be illiquid and trade volatile. Delaware Diversified Floating Rate Fund invests across a variety of fixed income securities that offer better protection against credit risks

Total Return Driven

Large-Cap > Core

Delaware Corporate Bond Fund

AFDCX

Sep 9, 2012

Although fixed income markets are efficient with respect to interest rate risk, regularly mispriced securities exposed to credit, prepayment, and liquidity risks offer premium return potential to investors empowered with the analytical resources to research companies and study their capital structures. Thomas H. Chow and his team at the Delaware

Yield Stream

Mid-Cap > Growth

Delaware Dividend Income Fund

DBMCX

Oct 10, 2004

Investors who want stable returns, low price volatility and fund managers staying on top of the yield curve will like what these three fund managers have to say...

Better Investing

Small-Cap > Value

Delaware Trend Portfolio

DASVX

Aug 8, 2004

Investing in small cap sector requires industry and company knowledge. In addition, investors have to be nimble and ready to withstand daily trading volatility. Investors in Delaware Trend Fund have enjoyed steady return over the last...
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