Waddell & Reed has at its core a highly respected investment organization that traces its roots to the inception of the mutual fund industry. Our heritage and our culture are built upon a commitment to investment excellence.
Henry J. Herrmann
Michael L. Avery
Philip J. Sanders, CFA
|
Chief Executive Officer |
Henry J. Herrmann
49 years experience |
| President |
Michael L. Avery
34 years experience |
| Chief Investment Officer |
Philip J. Sanders, CFA
23 years experience |
| Global Director of Equity and Fixed Income Research |
Zachary H. Shafran
24 years experience |
| Global Director of Fixed Income |
Mark G. Beischel, CFA
19 years experience |
| Economic Team |
2 global economists
1 economic analyst |
| Global Equity Team |
23 portfolio managers
4 Assistant Portfolio Managers/Analysts
17 analysts |
| Global Fixed-Income Team |
9 portfolio managers
5 Assistant Portfolio Managers/Analysts
10 analysts |
| Trading Team |
8 traders
1 trading analyst |
| |
|
| Average portfolio manager experience |
22 years |
| Average tenure at the firm |
16 years |
Waddell & Reed Investment Management Company’s expertise spans nearly all asset classes, sectors and disciplines,
including global/international, asset allocation, natural resources, science and technology, large and small cap growth,
core and value equity and fixed-income. We “round out” our team with a premier group of other managers who bring similar
investment philosophies and additional expertise that complements our core investment strengths.