Philip James Sanders

President at

IVY Funds

66 year

66 connections

Finance

Miscellaneous

Consumer Services

Profile

Mr. Philip J.
Sanders, CFA MBA, is a President at IVY Funds, a President at Ivy High Income Opportunities Fund, a President at Ivy Investment Management Co., a Chief Executive Officer & Director at Waddell & Reed Financial, Inc., a Member at CFA Institute, a Member at CFA Society of Kansas City, a President at InvestEd Portfolios, a President at Ivy NextShares and a President at Ivy Variable Insurance Portfolios.
He is on the Board of Directors at Waddell & Reed Financial, Inc. He served as Chief Investment Officer from February 2011 to June 2019.
He has over 30 years of experience in the asset management industry and joined the company in 1998 as a portfolio manager.
Across his career, he also has held positions as an analyst and as portfolio manager, focusing primarily on the large cap growth category, where for nearly 20 years he managed a range of retail mutual funds and institutional accounts.
Prior to joining the Ivy Investment Management Co., Mr. Sanders was affiliated with Banc of America Capital Management, the investment management division of Bank of America.
He received his BA in Economics from the University of Michigan and earned a MBA from the University of North Carolina at Charlotte.
Mr. Sanders is a CFA charter holder and is a member of the CFA Institute and the CFA Society Kansas City.

Philip James Sanders active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
CFA Society of Kansas City	Corporate Officer/Principal	-
IVY Funds	President	31/12/2018
Ivy Variable Insurance Portfolios Ivy Variable Insurance Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	President	-
Ivy NextShares Ivy NextShares Financial ConglomeratesFinance Provides investment services	President	31/12/2018
InvestEd Portfolios InvestEd Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	President	-

All active positions of Philip James Sanders

Former positions of Philip James Sanders

Companies	Position	End
WADDELL & REED FINANCIAL, INC.	Chief Executive Officer	29/04/2021
Ivy Investment Management Co. Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage.	President	29/04/2021
IVY FUNDS - DELAWARE IVY HIGH INCOME OPPORTUNITIES FUND	President	29/04/2021
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Linked companies

Private companies	15
IVY Funds
Waddell & Reed LLC Waddell & Reed LLC Investment ManagersFinance Provides investment advisory services	Finance
Waddell & Reed Financial, Inc. Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services	Finance
Waddell & Reed Investment Management Co. Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.	Finance
Ivy Variable Insurance Portfolios Ivy Variable Insurance Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
InvestEd Portfolios InvestEd Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Ivy Var. Insurance Port. - Delaware VIP Growth Portfolio Ivy Var. Insurance Port. - Delaware VIP Growth Portfolio Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Delaware Ivy High Income Opportunities Fund Delaware Ivy High Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Banc of America Capital Management LLC Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
CFA Society of Kansas City
Ivy Investment Management Co. Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage.	Finance
The University of North Carolina at Charlotte The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ivy NextShares Ivy NextShares Financial ConglomeratesFinance Provides investment services	Finance