Waddell & Reed

Investment Management Team

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
Henry J. Herrmann

Michael L. Avery
Michael L. Avery

Michael L. Avery
Philip J. Sanders, CFA
Chief Executive Officer Henry J. Herrmann
51 years experience
President Michael L. Avery
36 years experience
Chief Investment Officer Philip J. Sanders, CFA
26 years experience
Global Director of Equity and Fixed Income Research Zachary H. Shafran
26 years experience
Global Director of Fixed Income Mark G. Beischel, CFA
21 years experience
Economic Team 2 global economists
1 economic analyst
Global Equity Team 25 portfolio managers
8 Assistant Portfolio Managers
1 client portfolio manager
13 analysts
Global Fixed-Income Team 8 portfolio managers
2 Assistant Portfolio Managers
14 analysts
Trading Team 10 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.

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