INSTITUTIONAL
Perspectives
Headwinds seen easing as tide turns toward quality growth
Year to date, the Ivy Mid Cap Growth Fund has experienced strong returns and is currently performing better versus the Russell Midcap Growth Index, and a number of its mid-cap growth peers. This commentary discusses the Fund’s recent performance and investment opportunities the portfolio management
Investable Theme: Increasing web use in China
John Maxwell and Catherine Murray, portfolio managers of the International Core Equity strategy, believe an increase
in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for
increased usage through their online platforms.
A time to be selective in the energy sector
We believe a selective approach to the energy sector is important now, but do not advocate broad exposure across the industry in the current environment.
Where Experience Meets Expertise
An Established Approach
for Institutional Investors
- Competitive Investment Performance
- Disciplined, Consistent Process
- Focus on Risk Management
- Committed to Partnership and Service
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