Investment manager
Delaware Management Company
Sub-advisors
Massachusetts Financial Services Company (MFS)
Katherine Cannan - Investment Officer
Start date on the Fund: December 2019
Katherine Cannan shares primary responsibility for the day-to-day portfolio management of MFS’s share of the Fund’s assets. Cannan has been employed in the investment area of MFS since 2013, and has held responsibilities for this Fund since December 2019.
Nevin P. Chitkara - Investment Officer
Start date on the Fund: May 2006
Nevin P. Chitkara shares primary responsibility for the day-to-day portfolio management of MFS’s share of the Fund’s assets. Chitkara has been employed in the investment area of MFS since 1997, and has held responsibilities for this Fund since May 2006.
Rothschild & Co
Jeff Agne - Managing Director
Start date on the Fund: April 2020
Jeff Agne shares primary responsibility for the day-to-day portfolio management of Rothschild & Co's share of the Fund’s assets, and is assisted by other members of Rothschild & Co's large-cap investment team. Mr. Agne is a Managing Director at Rothschild & Co and has been employed there since 2015.
Paul Roukis, CFA - Managing Director
Start date on the Fund: October 2016
Paul Roukis shares primary responsibility for the day-to-day portfolio management of Rothschild & Co's share of the Fund’s assets, and is assisted by other members of Rothschild & Co's large-cap investment team.. Mr. Roukis is a Managing Director at Rothschild & Co and has been employed there since 2005.