Effective on or about Nov. 15, 2021, Delaware Ivy Energy's longtime manager David Ginther and comanager Michael Wolverton will be replaced by Samuel Halpert and Geoffrey King of Macquarie's global natural resources equity team. This change stems from Macquarie's efforts to integrate the Ivy funds following the acquisition of Waddell & Reed, parent company of Ivy Investments.
Will IEYYX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEYYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IEYYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IEYYX’s parent organization’s priorities and whether they’re in line with investors’ interests.