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
48 years experience |
| President |
Michael L. Avery
33 years experience |
| Chief Investment Officer |
Philip J. Sanders, CFA
23 years experience |
| Global Director of Equity and Fixed Income Research |
Zachary H. Shafran
23 years experience |
| Global Director of Fixed Income |
Mark G. Beischel, CFA
18 years experience |
| Economic Team |
2 global economists
1 economic analyst |
| Global Equity Team |
22 portfolio managers
5 Assistant Portfolio Managers/Analysts
14 analysts |
| Global Fixed-Income Team |
8 portfolio managers
4 Assistant Portfolio Managers/Analysts
10 analysts |
| Trading Team |
8 traders
1 trading analyst |
| |
|
| Average portfolio manager experience |
21 years |
| Average tenure at the firm |
15 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.