Christopher Beck - Delaware Small Fund Manager
| DVZRX Fund | USD 71.63 0.13 0.18% |
Christopher S. Beck leads the firms SmallMidCap Value team. Prior to joining Delaware Investments in 1997 as a vice president and senior portfolio manager, he served as a vice president at Pitcairn Trust from 1995 to 1997, where he managed smallcapitalization stocks and analyzed equity sectors. Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust. Beck earned a bachelors degree at the University of Delaware and an MBA from Lehigh University, and he is a member of the CFA Society of Philadelphia.
| Phone | 800-523-1918 |
Delaware Small Management Performance (%)
Similar Money Managers
| Found 8 records | One Year Return | ||
| Martin Schulz | Pnc International Growth | N/A | |
| Dale Snyder | Praxis Growth Index | N/A | |
| Thomas Picciochi | Qs Moderate Growth | N/A | |
| Craigh Cepukenas | Artisan Small Cap | N/A | |
| Adam Petryk | Qs Moderate Growth | N/A | |
| Adam Petryk | Qs Growth Fund | N/A | |
| Thomas Picciochi | Qs Growth Fund | N/A | |
| Peter Tuz | Chase Growth Fund | N/A | |
Delaware Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Delaware Small a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 5.71 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.77 % | |||
| One Year Return | 12.17 % | |||
| Three Year Return | 1.32 % | |||
| Five Year Return | 6.73 % | |||
| Ten Year Return | 7.33 % | |||
| Net Asset | 4.4 B | |||
| Cash Position Weight | 2.20 % | |||
| Equity Positions Weight | 97.80 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Delaware Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Delaware Small's short interest history, or implied volatility extrapolated from Delaware Small options trading.
Pair Trading with Delaware Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Delaware Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Delaware Small will appreciate offsetting losses from the drop in the long position's value.Moving together with Delaware Mutual Fund
| 0.99 | OASVX | Optimum Small Mid | PairCorr |
| 0.82 | DHIZX | Delaware High Yield | PairCorr |
| 0.74 | DHIRX | Delaware High Yield | PairCorr |
| 0.82 | DHOIX | Delaware High Yield | PairCorr |
| 0.75 | DHOCX | Delaware High Yield | PairCorr |
The ability to find closely correlated positions to Delaware Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Delaware Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Delaware Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Delaware Small Cap to buy it.
The correlation of Delaware Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Delaware Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Delaware Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Delaware Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.