|09/26/2019||Commentary||Finding opportunities across the small-cap spectrum:
For big ideas, think small.
||Christopher S. Beck, Alex Ely||US Small Mid-Cap Value Equity, US Small Mid-Cap Growth Equity||Small caps, small cap value, smid cap growth, equities, think small, ||Listen to our latest webinar replay that challenges the misconception that bigger is better. Think small as Macquarie Investment Management (MIM) professionals provide distinct perspectives on the small-cap equity landscape in both the growth and value asset classes.
|03/14/2019||Commentary||Bringing value to light: A distinct perspective on the US value equity landscape
||Christopher S. Beck, Kelley McKee Carabasi, Michael Foley||US Small Mid-Cap Value Equity||Listen to the Delaware Funds® by Macquarie webinar replay, which discusses US value investing, the various methodologies used to uncover why a company is trading at a discount, and what precautions to take to help ensure that the company is not a “value trap.”|
|04/19/2018||Insight||More powerful, productive, and cost efficient: Today’s oil rigs break with the past||Christopher S. Beck||US Small Mid-Cap Value Equity||Small cap energy companies, energy exploration, oil production, oil supply, commodities, petroleum engineering, hydraulic fracturing, fracking, horizontal drilling, energy exploration ||Large-cap stocks might be top-of-mind for analysts covering the energy sector, but small- and mid-caps play important roles as well. In the oil services industry, state-of-the-art engineering practiced at smaller companies is resulting in real-world benefits.|
|05/23/2017||Reprint-|| Reprint – "Cash for Free Cash Flows"||Christopher S. Beck||US Small Mid-Cap Value Equity||Cash, Free, Cash, Flows||Cash for Free Cash Flows|
|01/29/2016||Insight||M&A activity’s record year: Reasons for continued optimism||Christopher S. Beck||US Small Mid-Cap Value Equity||After several years of relative acceleration, M&A activity hit new heights in 2015. Portfolio manager Chris Beck explains the catalysts behind the historic year, and discusses possible options when a deal involves one of his team’s portfolio holdings. |
|08/18/2015||Insight||Corporate spending tilted toward shareholder-friendly activities||Kelley McKee Carabasi, Christopher S. Beck||US Small Mid-Cap Value Equity||company growth, future growth, corporate investments, corporate spending||Corporations have been friendly to shareholders in recent years, but not so much that they have neglected investing in their future, argues Kelley McKee. Chris Beck notes the important tailwind that dividend growth could play for stocks’ prospects.|
|05/15/2015||Insight||Earnings point to continued modest growth||Christopher S. Beck||US Small Mid-Cap Value Equity||Earnings, small-caps, consumer credit, lower interest rates, interest rates, earnings growth||Chris Beck reviews the first quarter’s earnings season and looks ahead to the economic reports that could shape market activity for the week of May 18. [Runtime: 1:18]|
|10/17/2014||Insight||Capital spending: In search of momentum||Kelley McKee Carabasi, Christopher S. Beck||US Small Mid-Cap Value Equity||capex, capital spending, capital expenditures, capex drivers, buybacks, capacity utilization||Capital spending is showing signs of mild improvement. Is this the beginning of a sustained rise? Kelley McKee and Christopher Beck describe where we are in the current capex cycle, taking a look at possible capex drivers as well as certain headwinds. |
|03/07/2014||Video||Harnessing potential in the energy sector||Christopher S. Beck||US Small Mid-Cap Value Equity||The U.S. energy renaissance may have positive implications for big, established companies. But we believe the potential benefits are not just for large-caps; they extend to small-caps as well. [Runtime: 2:49]|
|10/01/2013||Notes from the desk||U.S. economy continues to grow||Christopher S. Beck||US Small Mid-Cap Value Equity||U.S. economy, falling unemployment, rising stock market, U.S. consumer confidence||The real U.S. economy increased at an annualized rate of 2.8% in the third quarter of 2013, according to the latest estimate from the U.S. Commerce Department.
|08/15/2013||The Way Forward||Equity outlook for balance of 2013||Ty Nutt , Christopher S. Beck, Francis X. Morris||Large-Cap Value Equity, US Small Mid-Cap Value Equity, US Core Equity||Analysts and portfolio managers share their thoughts via audio, video, and commentary. |
|06/25/2013||Market Talk||Small-cap equities: Signs of life despite a lumbering economy||Christopher S. Beck||US Small Mid-Cap Value Equity||Equity markets have witnessed a strong run-up thus far in 2013, and small-caps are no exception. [Runtime: 5:20] |
|04/09/2013||Commentary||A positive outlook for merger and acquisition activity||Christopher S. Beck||US Small Mid-Cap Value Equity||merger and acquisitions activity, christopher s. beck, delaware investments, (M&A), strong corporate balance sheets, corporate cash holdings, Delaware Mid Cap Value Fund, Delaware Small Cap Value Fund, M&A activity||Christopher S. Beck, chief investment officer of the Small-Cap Value / Mid-Cap Value Equity team, makes an optimistic case for increased M&A activity in 2013 and discusses how his team's portfolio is positioned to meet that demand. |
|02/01/2013||Commentary||Potential portfolio impacts of a rising rate or inflationary environment — domestic equity||Ty Nutt , Christopher S. Beck, Francis X. Morris||Large-Cap Value Equity, US Small Mid-Cap Value Equity, US Core Equity||Delaware Investments® portfolio managers share their thoughts on
potential portfolio impacts of a rising rate or inflationary environment — domestic equity.|
|11/15/2012||The Way Forward|| Reasons for optimism amid continued headline risk||Paul A. Matlack, Christopher S. Beck||Corporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income, US Small Mid-Cap Value Equity||As we invest for the future today, we focus on what we can control. |
|11/02/2012||Commentary||Hurricane Sandy: Looking ahead toward recovery||Christopher S. Beck, Paul A. Matlack, Ty Nutt , Bob Zenouzi||US Small Mid-Cap Value Equity, Corporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income, Large-Cap Value Equity, REIT and Income Solutions||Hurricane Sandy brought an enormous amount of devastation to the U.S. Eastern seaboard, and the region now faces a difficult recovery. Millions of people are affected, and our thoughts are with them.|