Delaware Capital Management (DCM)
Managed account advisory services are provided by DCM. DCM provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Macquarie Investment Management Business Trust (MIMBT).
Equity
Investment style
Our portfolios tend to have high active share, demonstrating our investment conviction in fundamental analysis and stock selection. We invest across the geographic, capitalization and style spectrums in an effort to find opportunities that matter for clients.
Fixed income
Investment style
Using disciplined and rigorous processes, Macquarie Asset Management (MAM) 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.
| Product name |
Product summary |
Strategy overview |
| Aggregate Duration U.S. Government |
Download |
|
| Intermediate Aggregate Duration U.S. Government |
Download |
|
| Low Duration U.S. Government |
Download |
|
| Municipal Bond Ladder |
|
Download |
Form CRS provides information concerning the services offered by DCM, describes associated fees and costs, and conflicts of interest that might affect DCM.
Contact information
Macquarie Asset Management managed account portfolios are accessible through numerous broker/dealer sponsored programs. Individual investors should contact their financial advisors for information on product availability.
For product and service contacts, advisors should contact a representative at 877 693-3546.
The Delaware 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.
Read this page before proceeding.
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Delaware Capital Management (DCM)
Managed account advisory services are provided by DCM. DCM provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Macquarie Investment Management Business Trust (MIMBT).
Equity
Investment style
Our portfolios tend to have high active share, demonstrating our investment conviction in fundamental analysis and stock selection. We invest across the geographic, capitalization and style spectrums in an effort to find opportunities that matter for clients.
- Delaware Focus Non-U.S.
- Delaware International Equity ADR
- Delaware Large Cap Growth Equity
- Delaware Large Cap Value Equity
- Delaware Small Cap Core Equity
- Delaware Small Cap Value Equity
- Delaware Small/Mid-Cap Growth Equity
- Delaware Smid Cap Growth — Focus Equity (closed to new investors)
Fixed income
Investment style
Using disciplined and rigorous processes, Macquarie Asset Management (MAM) 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.
- Aggregate Duration U.S. Government
- Intermediate Aggregate Duration U.S. Government
- Low Duration U.S. Government
Form CRS provides information concerning the services offered by DCM, describes associated fees and costs, and conflicts of interest that might affect DCM.
Contact information
Macquarie Asset Management managed account portfolios are accessible through numerous broker/dealer sponsored programs. Individual investors should contact their financial advisors for information on product availability.
For product and service contacts, advisors should contact a representative at 877 693-3546.
The Macquarie Investment Management 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.