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June 03, 2015 6:36 PM ET

Capital Markets

Company Overview of Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio

Company Overview

Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio is an open ended equity mutual fund launched by Delaware Management Holdings, Inc. The fund is co-managed by Delaware Management Business Trust and Jackson Square Partners, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of small cap and mid cap companies with market capitalization within the range of the Russell 2000 Growth Index and the Russell Midcap Growth Index. The fund employs fundamental analysis along with a bottom up stock picking approach focusing on factors like large marke...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 2003

Key Executives for Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio

Senior Vice President and Treasurer
Age: 56
Vice President, Deputy General Counsel and Secretary
Age: 51
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2014.

Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio Key Developments

Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio, Special/Extraordinary Shareholders Meeting, Mar 31, 2015

Delaware Pooled Trust - The Focus Smid-Cap Growth Equity Portfolio, 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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