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April 18, 2015 4:17 AM ET

Capital Markets

Company Overview of Delaware Group Equity Funds V - Delaware Small Cap Value Fund

Company Overview

Delaware Group Equity Funds V - Delaware Small Cap Value Fund is an open ended equity mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Company. It invests in the public equity market of the United States. The fund invests in stocks of companies operating across diversified sectors. It seeks to invest in value stocks of small cap companies. The fund employs fundamental analysis with a focus on factors such as economic and market conditions, free cash flow, financial strength of a company, the nature of its management, any developments affecting the company or its industry, anticipated new products or services, possible management changes, p...

1 Commerce Square

2005 Market Street

Philadelphia, PA 19103-7042

United States

Founded in 1987

Key Executives for Delaware Group Equity Funds V - Delaware Small Cap Value Fund

Chairman, Chief Executive Officer and President
Age: 51
Chief Legal Officer, Senior Vice President and General Counsel
Age: 48
Chief Compliance Officer and Senior Vice President
Executive Vice President, Head of Equity Investments, Portfolio Manager, Head of Asset Allocation Committee, Member of Soft Dollar Committee, and Member of Fair Value Pricing Committee
Managing Director of Fixed Income, Executive Vice President and Trustee
Compensation as of Fiscal Year 2014.

Delaware Group Equity Funds V - Delaware Small Cap Value Fund Key Developments

Delaware Group Equity Funds V - Delaware Small Cap Value Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015

Delaware Group Equity Funds V - Delaware Small Cap Value Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015., at 15:00 US Eastern Standard Time. Location: offices of Stradley Ronon Stevens & Young, LLP. Agenda: To elect a Board of Trustees; to approve the implementation of a new “manager of managers” order; to revise the fundamental investment restriction relating to lending; and to revise provisions of the Agreement and Declaration of Trust related to documenting the transfer of shares.

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