Ivy Investments
Alejandra Lobo, CFA has experience working as a Global Equity Analyst at Ivy Investments. Prior to that, Alejandra was a Financial Analyst at an independent consultant firm and at Creación de Capitales. Alejandra also worked as a Financial Analyst at Banco Davivienda. Alejandra holds a Bachelor of Science degree in Economics from Universidad de Costa Rica and a Master of Business Administration from Carnegie Mellon University - Tepper School of Business. Throughout their career, Alejandra has been involved in financial analysis, forecasting, and providing economic insights to support decision-making.
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Ivy Investments
Significant Event - On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited's U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed on April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie. See the announcement for the details: https://www.macquarie.com/about/news/2021/macquarie-group-completes-acquisition-of-waddell-and-reed-financial.html Macquarie Asset Management operates as a global asset manager with more than 1,900 staff operating across 20 markets in Australia, the Americas, Europe, and Asia and has been managing assets for institutional and retail investors through affiliates since 1980. This page does not promote any mutual fund product or service. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Intended for financial professional audience. [1623396]