Ivy Funds is an exceptional combination of investment managers that offers global reach and capabilities to advisors and their clients. Ivy seeks to enable its fund shareholders to remain comfortably committed to their long-term goals. We are:

Proven: We're part of an organization whose roots date to 1937, with an investment style emphasizing participation in positive markets and, especially, seeking to manage risk.

Focused: We do our own work, believe in our own research and act on our own ideas. Our steady approach is guided by a belief in fundamentals over fads.

Constant: We say what we mean, and do what we say. What we value most, and remember every day, is the trust that we have earned, and must continue to earn, from our shareholders.

A Unique Investment Approach

At Ivy Funds we believe that superior, long-term results can be achieved by adhering to a few key investment principles:

What does the Ivy Funds management team have to offer?

Rigorous Research
Our centralized, proprietary research is shared collaboratively across investment styles. This approach arms our portfolio managers with the critical intelligence they need to make investment decisions, while giving them the authority to act independently.

Risk-adjusted Returns
Our conservative investment approach is based on fundamentals over fads. Always recognizing that we manage "other people's money," we are willing to forgo some gains in an effort to protect our investors from losses.

Confidence In Our Best Ideas
Our investments are relatively concentrated, so we know our portfolio holdings inside out – and manage them with insight and confidence.

Long-term Consistency
Our goal always has been, and will continue to be, achieving consistently strong relative performance year-in and year-out.

Optimal Team Size
We seek to maintain our investment staff at an optimal size in an effort to harness cross-fertilization of critical thinking and analysis.