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August 05, 2015 4:07 AM ET

Capital Markets

Company Overview of Ivy Funds - Ivy Cundill Global Value Fund

Company Overview

Ivy Funds - Ivy Cundill Global Value Fund is an open ended equity mutual fund launched and managed by Ivy Investment Management Company. It is co-managed by Mackenzie Financial Corporation. The fund invests in public equity markets across the globe. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock selection approach focusing on factors such as financial capacity on the balance sheet, earnings, cash flows, dividends, business prospects, and management capabilities to create its portfolio. The fund benchmarks the performance of its portf...

6300 Lamar Avenue

Overland Park, KS 66202

United States

Founded in 2000

Key Executives for Ivy Funds - Ivy Cundill Global Value Fund

Chief Executive Officer, President and Trustee
Age: 73
Principal Financial Officer, Principal Accounting Officer, Vice President and Treasurer
Age: 46
Chief Compliance Officer and Vice President
Age: 47
Vice President, General Counsel and Assistant Secretary
Age: 44
Vice President and Secretary
Age: 51
Compensation as of Fiscal Year 2015.

Ivy Funds - Ivy Cundill Global Value Fund Key Developments

Ivy Funds - Ivy Cundill Global Value Fund, Special/Extraordinary Shareholders Meeting, Feb 21, 2014

Ivy Funds - Ivy Cundill Global Value Fund, Special/Extraordinary Shareholders Meeting, Feb 21, 2014., at 16:00 Central Standard Time. Location: 6300 Lamar Avenue. Agenda: To consider and approve a new sub-advisory agreement between Mackenzie financial corporation, the Fund’s sub-adviser, and Ivy Investment Management company; and to approve the use of a manager of managers structure, whereby IICO will be able to hire and replace sub-advisers for the fund without shareholder approval.

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