Ivy Investments
Elizabeth Jones, MD CFA is a seasoned finance and healthcare equity professional with extensive experience in portfolio management and equity analysis. Currently serving as a Senior Equity Analyst at Macquarie Asset Management since April 2021 and a Global Healthcare Equity Analyst at Ivy Investments since September 2018, Elizabeth has built a robust career. Previously, Elizabeth worked at Kornitzer Capital Management, Inc. from October 2003 to August 2018, holding the positions of Co-Portfolio Manager for the Buffalo Discovery Fund and Portfolio Manager for the Buffalo Large Cap Fund, while also focusing on healthcare equity analysis. Elizabeth holds an M.B.A. with a concentration in Financial Management and Capital Markets from the W. P. Carey School of Business at Arizona State University, a Doctor of Medicine degree from Vanderbilt University School of Medicine, and a Bachelor of Science in Psychology from Georgetown University.
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]