Investment manager
Delaware Management Company
Sub-advisors
LSV Asset Management
Josef Lakonishok, Ph.D. - Founding Partner, Portfolio Manager, CEO, CIO
Start date on the Fund: January 2016
Josef Lakonishok shares primary responsibility for the day-to-day management of LSV’s share of the Fund’s assets. Dr. Lakonishok has served as CEO, CIO, partner and portfolio manager for LSV since its founding in 1994.
Menno Vermeulen, CFA - Partner, Portfolio Manager
Start date on the Fund: January 2016
Menno Vermeulen shares primary responsibility for the day-to-day management of LSV’s share of the Fund’s assets. Vermeulen has served as a portfolio manager for LSV since 1995 and a partner since 1998. Prior to joining LSV, he worked at ABP where he was responsible for the development and implementation of quantitative active investment strategies.
Puneet Mansharamani, CFA - Partner, Portfolio Manager
Start date on the Fund: January 2016
Puneet Mansharamani shares primary responsibility for the day-to-day management of LSV’s share of the Fund’s assets. He has served as a partner and portfolio manager for LSV since 2006. Prior to joining LSV, Mansharamani was an analyst at Institutional Trust National City Corporation. Prior to this experience, he was a systems consultant for Maximations, Inc.
Greg Sleight - Partner, Portfolio Manager
Start date on the Fund: January 2016
Greg Sleight shares primary responsibility for the day-to-day management of LSV’s share of the Fund’s assets. He has served as a quantitative analyst of LSV since 2006, a partner since 2012 and portfolio manager since 2014 and is part of LSV's quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of LSV's models and systems.
Guy Lakonishok, CFA - Partner, Portfolio Manager
Start date on the Fund: January 2016
Guy Lakonishok shares primary responsibility for the day-to-day management of LSV’s share of the Fund’s assets. Lakonishok has served as a quantitative analyst of LSV since 2009, a partner since 2013 and a portfolio manager since 2014. Prior to joining LSV, he was a vice president in the quantitative equity group at BlackRock.
Cardinal Capital Management, L.L.C. (Cardinal)
Eugene Fox, III - Managing Partner
Start date on the Fund: October 2020
Eugene Fox III shares primary responsibility for the day-to-day management of Cardinal’s share of the Fund’s assets. He is responsible for investment research and portfolio management, and has been in the investment industry since 1987. Before leaving for Cardinal in 1995, Mr. Fox was a managing director of Deltec Asset Management.
Robert B. Kirkpatrick, CFA - Managing Partner
Start date on the Fund: October 2020
Robert B. Kirkpatrick shares primary responsibility for the day-to-day management of Cardinal’s share of the Fund’s assets. He is responsible for investment research and portfolio management, and has been in the investment industry since 1985. Prior to joining Cardinal in 2000, Mr. Kirkpatrick was a partner at Breeco Management.
Rachel D. Matthews - Partner
Start date on the Fund: October 2020
Rachel D. Matthews shares primary responsibility for the day-to-day management of Cardinal’s share of the Fund’s assets. She is responsible for investment research and portfolio management, and has been in the investment industry since 1989. Prior to joining Cardinal in 2001, Ms. Matthews worked as a high yield bond trader at Oppenheimer Funds, Inc.
Robert H. Fields - Partner
Start date on the Fund: October 2020
Robert H. Fields shares primary responsibility for the day-to-day management of Cardinal’s share of the Fund’s assets. He has been in the investment industry since 1998. Prior to joining Cardinal in 2013, Mr. Fields was a partner and portfolio manager at Ana Capital Management.