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.

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Intended for financial professional audience.

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Investment Management

Ivy Investments

Anthony Wicklund

Delaware Ivy Smid Cap Core Fund

Bradley Angermeier

Nathan Palmer

The Analysts team at Ivy Investments is responsible for conducting in-depth market research and financial analysis on a global scale. They focus on providing investment insights and recommendations, particularly within the equity and healthcare sectors, to support institutional and model portfolio accounts under the Macquarie umbrella. Their comprehensive analysis aids in making informed investment decisions and formulating strategic investment plans.

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