Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
Jackson Square Smid-cap Growth Cit Fund (class M) (0P0000VFCL)
Add to/Remove from Watchlist
Add to Watchlist
44.980
+0.100
+0.22%
- Morningstar Rating:
- Total Assets: 40.98M
Macquarie SMID Cap Growth Collective Investment Tr
44.980
+0.100
+0.22%
- Overview
- Profile
- Historical Data
- Holdings
Jackson Square Smid-cap Growth Cit Fund (class M) Overview
On this page you'll find an in-depth profile of Jackson Square Smid-cap Growth Cit Fund (class M). Learn about the key management, total assets, investment strategy and contact information of 0P0000VFCL among other information.
Investment Strategy
The fund's investment objective is to seek long-term capital appreciation. The fund invests primarily in common stocks of growth oriented companies that the adviser believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ian Ferry | CIO, Portfolio Manager | 2019 | Now |
| Biography | Ian D. Ferry became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010. | ||
| Christopher J. Bonavico | Portfolio Manager | 2011 | Now |
| Biography | Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005). | ||
| Kenneth F. Broad | Portfolio Manager | 2011 | Now |
| Biography | Kenneth F. Broad, CFA, MBA Portfolio Manager, Research Analyst Kenneth F. Broad became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University. | ||
Write your thoughts about Jackson Square Smid-cap Growth Cit Fund (class M)
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review