Managed accounts

Delaware Capital Management (DCM)

Managed account advisory services are provided by DCM. DCM has $7.9 billion in assets under management as of Dec. 31, 2014, and provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Delaware Management Business Trust (DMBT).

  • Focus Non-U.S.
  • International Equity ADR
  • Large Cap Growth Equity
  • Large Cap Value Equity
  • Small Cap Core Equity
  • Small Cap Value Equity
  • Smid Cap Growth — Focus Equity
  •     (closed to new investors)


    On May 1, 2014, the Delaware Investments Focus Growth team joined Jackson Square Partners, LLC (JSP), a joint venture with Delaware Investments. Effective May 1, 2014, JSP is serving as a sub-advisor to Delaware Capital Management with respect to the Large Cap Growth Equity and Smid Cap Growth — Focus Equity strategies pursuant to a sub-advisory agreement between Delaware Capital Management and JSP.

    Separately managed accounts are offered by and referred through Delaware Capital Management Advisers, Inc., an SEC-registered investment advisor.

    The Delaware Investments Smid Cap Growth — Focus Equity (SMA) strategy is closed to new investors. The SMA strategy will remain open to existing investors. Effective at the close of business on March 9, 2012, new investors are no longer able to invest in the SMA strategy.

    Delaware Capital Management (DCM)

    Managed account advisory services are provided by DCM. DCM has $7.9 billion in assets under management as of Dec. 31, 2014, and provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Delaware Management Business Trust (DMBT).

    Additionally, Delaware Investments has extensive experience in managed accounts advisory services which are provided by Delaware Capital Management (DCM). DCM has $7.9 billion in assets under management as of Dec. 31, 2014, and provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Delaware Management Business Trust (DMBT).

    Investment style

    Using disciplined and rigorous processes, Delaware Investments seeks to add value by employing multiple, risk-adjusted strategies incorporating yield curve and duration positioning, sector allocation, and security selection. Our relative return capability is a core style approach managed on a top-down, trend-following basis with a rigorous bottom-up approach to security selection.

    Sector allocation: We actively rotate among investment grade taxable fixed income sectors to capture value in spread changes.

    Yield curve management: We actively manage maturity structure to capture shifts in the shape of the yield curve.

    Duration adjustments: We constrain the duration of client portfolios to a tight band around the duration of the relevant index.


    Products

  • Aggregate Duration U.S. Government
  • Intermediate Aggregate Duration
        U.S. Government
  • Low Duration U.S. Government
  • Separately managed accounts are offered by and referred through Delaware Capital Management Advisers, Inc., an SEC-registered investment advisor.


    Contact information

    Delaware Investments managed account portfolios are accessible through numerous broker/dealer sponsored programs. Individual investors should contact their financial advisors for information on product availability.

    For administrative or operational support, advisors should contact 213 233-4501.

    For product and service contacts, advisors should contact a Delaware Investments representative at 877 693-3546.