Kenneth Gau - Ivy Small Insider

Ivy Small Cap Core Y -- USA Fund  

USD 19.75  0.15  0.75%

Fund Manager since August 4, 2014

Mr. Gau is Vice President of IICO and WRIMCO Vice President of the Trust and Vice President of and portfolio manager for another investment company for which WRIMCO serves as investment manager. He joined Waddell and Reed in June 2000 as an investment analyst and joined the smallcap growth team as an assistant portfolio manager in March 2006. Mr. Gau graduated from The Pennsylvania State University Smeal College of Business Administration in May 1994 with a BS in Finance and earned an MBA from Cornell University Johnson Graduate School of Management in May 2000.
  Money Manager Since 2014  MBA    
800-777-6472  

Management Performance (%)

Fund Summary

The fund seeks to achieve its objective by investing primarily in various types of equity securities of smallcapitalization companies that Ivy Investment Management Company , the fund's investment manager, believes are undervalued. Under normal circumstances, at least 80% of the fund's net assets will be invested, at the time of purchase, in common stocks of smallcapitalization companies. For purposes of this fund, smallcapitalization companies typically are companies with market capitalizations within the range of companies in the Russell 2000 Value Index at the time of acquisition.The fund is listed under Small Blend category and is part of Ivy Funds family.
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add Ivy Small Cap Core Y to your portfolio

Top Management

Ivy Small Cap Leadership Team
Kenneth Gau, Money Manager, MBA

Fund Performance

Ivy Small Performance Indicators