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Delaware Small Cap Core Fund reaches USD1 billion in AUM


Delaware Investments’ Delaware Small Cap Core Fund (DCCIX) has reached more than USD1 billion in assets under management. The Fund, which is a true small-cap core portfolio, invests across the small-cap stock universe from deep value to high growth and aims to provide strong risk-adjusted returns for its investors.

“We’re pleased to have reached this milestone and grateful for our clients who have invested with us over the long term,” says Francis X Morris, chief investment officer for the Delaware Investments Core Equity team. “Working together as a team for more than 11 years allows us to quickly recognise trends and anticipate business cycles. We look forward to creating client portfolios for many years to come.”

The four members of the Core Equity team are industry veterans, with an average of more than 25 years of investment experience. The team is passionate about investing and conducts intensive, fundamental, bottom-up research to pinpoint underfollowed and undervalued small-cap companies in an effort to identify catalysts that should drive an increase in the stock’s price.

“Delaware Small Cap Core Fund has resonated with clients because of the strength of the team and its ability to deliver excess returns over various time periods,” says Brett Wright, head of third-party distribution. “The Fund is particularly relevant for clients in today’s investment environment, providing exposure to growth and value styles in the portfolio, which makes small-cap core an attractive option in many retirement plans.”

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