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Henry John Herrmann
President chez
Waddell & Reed Advisors Funds
Profil
Henry John Herrmann currently works at Ivy Variable Insurance Portfolios, as Trustee, Waddell & Reed Advisors Funds, as President, InvestEd Portfolios, as Trustee, CFA Institute, as Member, and CFA Society of Kansas City, as Member.
Mr. Herrmann also formerly worked at Waddell & Reed Investment Management Co., as Chairman, Chief Executive Officer & President from 1972 to 2016, Waddell & Reed Financial, Inc., as Non-Executive Chairman from 2016 to 2018, Waddell & Reed LLC, as Director from 1993 to 2016, Waddell & Reed Services Co., as Director from 2001 to 2016, Blue Cross & Blue Shield of Kansas City, as Director, United Way of Greater Kansas City, Inc., as Director, Ivy Investment Management Co., as Director from 2002 to 2016, W&R Capital Management Group, Inc., as Director from 2008 to 2016, IVY Funds, as Trustee from 1998 to 2016, Waddell & Reed Advisors New Concepts Fund, Inc., as Portfolio Manager in 1989, Waddell & Reed Advisors Vanguard Fund, Inc., as Portfolio Manager in 1986, IVY Funds, Inc., as Trustee, Delaware Ivy High Income Opportunities Fund, as Trustee from 2013 to 2021, and Ivy NextShares, as Trustee from 2016 to 2019.
Mr. Herrmann received his undergraduate degree in 1966 from New York University.
Postes actifs de Henry John Herrmann
| Sociétés | Poste | Début |
|---|---|---|
Ivy Variable Insurance Portfolios
 Ivy Variable Insurance Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | - |
InvestEd Portfolios
 InvestEd Portfolios Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | - |
Waddell & Reed Advisors Funds
 Waddell & Reed Advisors Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | 09/12/2009 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | 02/03/2010 |
CFA Society of Kansas City | Corporate Officer/Principal | - |
Anciens postes connus de Henry John Herrmann
| Sociétés | Poste | Fin |
|---|---|---|
| IVY FUNDS - DELAWARE IVY HIGH INCOME OPPORTUNITIES FUND | Directeur/Membre du Conseil | 30/04/2021 |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Provides investment services | Directeur/Membre du Conseil | 01/01/2019 |
| WADDELL & REED FINANCIAL, INC. | Directeur Général | 01/08/2016 |
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. | Directeur Général | 01/08/2016 |
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Formation de Henry John Herrmann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
20
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 20 |
|---|---|
IVY Funds | |
Waddell & Reed Advisors New Concepts Fund, Inc.
 Waddell & Reed Advisors New Concepts Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Waddell & Reed Advisors Vanguard Fund, Inc.
 Waddell & Reed Advisors Vanguard Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
IVY Funds, Inc. | Miscellaneous |
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 |
Waddell & Reed Advisors Funds
Waddell & Reed Advisors Funds 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 |
Waddell & Reed Services Co. | |
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 |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blue Cross & Blue Shield of Kansas City
 Blue Cross & Blue Shield of Kansas City Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization that provides health insurance services | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
United Way of Greater Kansas City, Inc.
 United Way of Greater Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services Provides education, health & social services | 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 |
Ivy NextShares
Ivy NextShares Financial ConglomeratesFinance Provides investment services | Finance |
W&R Capital Management Group, Inc.
 W&R Capital Management Group, Inc. Investment ManagersFinance Provides investment management services | Finance |
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