About Delaware Investment Advisers
Delaware Investment Advisers was founded in 1972 and is a wholly owned subsidiary of Delaware Investments in the US, itself a subsidiary of Lincoln National Corporation. Located in Philadelphia, Delaware has over 75 years of investment experience. The company employs over 174 investment professionals who manage $115 billion of assets as at 31 December 2008.
Delaware Investment Advisers Investment Process
Delaware Investment's team-centred approach has resulted in the achievement of a unique investment philosophy that combines both quantitative and fundamental elements. This strategy aims to generate excess return within established risk controls.
Delaware uses a quantitative analysis process where analysts employ a model to evaluate measures of value, growth expectations and risk. The team then assigns a comparative rating to each stock under consideration based on a combination of all the variables in the model.
Delaware's modelling, which includes sector/industry analysis, seeks to maximise the portfolio's return and minimise risk, subject to various constraints. The model generates a daily list of buy/sell recommendations for further consideration. The result of Delaware's investment strategy is a fusion of the quantitative and fundamental approaches.
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