Helping clients move steadily forward

For more than 80 years, we have focused on our clients' financial goals. Learn how.

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Delaware Investments as a firm has been helping their clients move steadily forward towards their investing goals for over 80 years it really is in that case all about how we help them during the volatile periods in the marketplace that's when clients are most tested and that's when investment managers have to help them to stay on track and itchy their goals in the long-term most clients will come to either an asset class or firm for Ryder reasons one could be retirement assets on could be charged will giving one could be funding College expenses want to help them achieve their goals so we want to stick with the process that we have the disciplines that we have and hopefully they will be able to achieve their goals with part of benefit being the management that we have in the ass that class that they invested in for a reason and that is we have a very well to find philosophy and investment process that we've been practicing for 25 to 30 years as a team so we as long as we stay with that are pro we will do well for them and that means that we have we continue with high levels of conviction in markets that sometimes get choppy I believe the commitment that Delaware shows and helping its investors move forward is demonstrated through its long-term performance record of Delaware's large-cap value team we have a very healthy appreciation for the fact that were managing other people's money that's a tremendous responsibility and we take it very very seriously so the first thing that we care about really is the protective aspect of what we do building in what Ben Graham called a margin of safety at Delaware are flat organizational structure allows participation from all members of our team everyone provides input into the decisions we're looking at a lot of different aspects of the market and looking a lot of different risks we have to understand those risks we have to frame those risks up risk is the biggest thing to fight in the markets and we need to have a strong handle on what that risk is in our portfolios our job is to minimize those risks and a generator as much performance as possible in in a risk controlled environment so we want to win by not losing we want to be protective and down markets that's a way that we hope to move steadily forward overtime in the back of our minds at all time is the fiduciary responsibilities that we hold for our clients everything that we do in terms of the research work has to be to make a portfolio better than it would have been without the stocks that were looking at everything we do in terms of criticizing each other's work is aimed at making sure that we are in the best possible names for their portfolio they will serve the interests of our clients over the long term and is consistent away as we can do it and so when you look at all portfolios with a large cap release pull cap no Eternal the level is generally speaking a lot lower than that of the industry average and that and that really means more investors and not Traders until we get to know the companies we get to know the management and we get to know what drives the investment return they really are getting a financial partner they're getting a resource they're getting someone that understands their needs that is going to adapt to the ever-changing marketplace and seek to optimize returns within the guidelines of each and every client subjective We Believe It's a combination of taking experienced experts in the fixed income markets having them apply their capability within a disciplined bottom-up fundamentally driven research process and ultimately then producing from that process with their experience a consistency of returns that helps our clients to make the right decisions at the most challenging times at Delaware Investments year after year we help our clients move steadily for

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