PHILADELPHIA–(BUSINESS WIRE)–Today, Delaware Enhanced Global Dividend and Income Fund (NYSE: DEX)
(the “Fund”), a New York Stock Exchange–listed closed-end fund trading
under the symbol “DEX,” announced that Sharon H. Hill, Jens Hansen,
Klaus Petersen, Claus Juul, and Åsa Annerstedt have been appointed as
co-managers for the Fund. Dr. Hill, Ms. Annerstedt, and Messrs. Hansen,
Petersen and Juul join Damon J. Andres, Wayne A. Anglace, Adam H. Brown,
Liu-Er Chen, Craig C. Dembek, Roger A. Early, Nikhil G. Lalvani, Paul A.
Matlack, John P. McCarthy, D. Tysen Nutt, Jr. and Babak (Bob) Zenouzi in
making day-to-day investment decisions for the Fund.
Sharon Hill, Ph.D., Senior Vice President, Head of Equity Quantitative
Research and Analytics — Macquarie Investment Management, Americas, heads
the firm’s equity quantitative research team in the Americas and is a
member of the firm’s asset allocation committee, which is responsible
for building and managing multi-asset class portfolios. Dr. Hill joined
Macquarie Investment Management (MIM) in 2000 as a senior
programmer/analyst within the IT department, and then moved to the
equity group as a quantitative analyst in 2002 before assuming her
current position in 2004. Before joining the firm, she worked as a
professor of mathematics at Rowan University and as a software developer
for Bloomberg, where she focused on fixed income applications. Dr. Hill
holds a bachelor’s degree, with honors, in mathematics from the City
University of New York at Brooklyn College, as well as a master’s degree
and Ph.D. in mathematics from the University of Connecticut. Her
academic publications include work on water waves, complex spring
systems, and global investments. She is a member of the Society of
Quantitative Analysts and she is on the program committee of the Journal
of Investment Management.
Jens Hansen, Managing Director, Chief Investment Officer — Global Equity
Team, heads the firm’s Global Equity team and is a portfolio
manager for the team’s strategies. He joined Macquarie Investment
Management (MIM) in June 2018. Hansen has been a portfolio manager since
2001. Hansen started his career in 1982 with Spar Nord Bank, where he
worked as an analyst and trader of bonds, equities, and derivatives. In
1994, he joined Nykredit Bank, where he worked as a bond trader. He
attended the Aarhus School of Business where he gained a graduate
diploma in business administration within finance and international
Klaus Petersen, CFA Portfolio Manager — Global Equity Team, is a
portfolio manager for the firm’s Global Equity team. He joined Macquarie
Investment Management (MIM) in June 2018. Petersen has been a portfolio
manager since 2006. Previously, he worked for ATP, Denmark’s largest
pension fund, beginning in 1999 as a senior portfolio manager and later
in the role as team leader of the technology, media, and
telecommunications team. He joined Codan Bank in 1996, first as a senior
sales analyst and later as a senior portfolio manager. Between 1988 and
1996, Petersen worked for various brokers as an equity sales analyst. He
started his career in 1984 as an administrator of pension pools at
Faellesbanken in Denmark. Petersen attended the Copenhagen Business
School where he gained a graduate diploma in business administration
(financial and management accounting).
Claus Juul, Portfolio Manager — Global Equity Team, is a portfolio
manager for the firm’s Global Equity team. He joined Macquarie
Investment Management (MIM) in June 2018. Juul has been a portfolio
manager since 2004. Prior to that, he was an equity analyst at Spar Nord
Bank before becoming vice president of the research department in 2001.
He started his career in 1998 with Sydbank as an equity analyst. He
attended the Aarhus School of Business where he gained a master’s degree
in economics and business administration.
Åsa Annerstedt, Portfolio Manager — Global Equity Team, is a portfolio
manager for the firm’s Global Equity team. She joined Macquarie
Investment Management (MIM) in June 2018. Annerstedt has been a
portfolio manager since 2013. Prior to that, she was a member of the
investment committee of a European Union fund dedicated to the financing
of companies. Between 1999 and 2009, she managed award-winning European
Small Cap and Global Equity portfolios at SEB Asset Management in
Denmark. She started her career in 1996 as a business controller and
consultant in Sweden. Annerstedt attended Ecole Supérieur de Commerce in
Paris and Marseille and earned a master’s degree in finance and
international trade from Lund University in Sweden.
The Fund’s primary investment objective is to seek current income, with
a secondary objective of capital appreciation. The Fund invests globally
in dividend-paying or income-generating securities across multiple asset
classes, including but not limited to: equity securities of large,
well-established companies; securities issued by real estate companies
(including real estate investment trusts and real estate industry
operating companies); debt securities (such as government bonds;
investment grade and high risk, high yield corporate bonds; and
convertible bonds); and emerging market securities. The Fund also uses
enhanced income strategies by engaging in dividend capture trading;
option overwriting; and realization of gains on the sale of securities,
dividend growth, and currency forwards. There is no assurance that the
Fund will achieve its investment objectives.
Under normal market conditions, the Fund will invest: (1) at most 60% of
its net assets in securities of U.S. issuers; and (2) at least 40% of
its net assets in securities of non-U.S. issuers, unless market
conditions are not deemed favorable by the Manager, in which case, the
Fund would invest at least 30% of its net assets in securities of
non-U.S. issuers; and (3) the Fund may invest up to 25% of its net
assets in securities issued by real estate companies (including real
estate investment trusts and real estate industry operating companies).
In addition, the Fund utilizes leveraging techniques in an attempt to
obtain higher return for the Fund.
About Macquarie Investment Management
Macquarie Investment Management, a member of Macquarie Group, includes
the former Delaware Investments and is a global asset manager with
offices throughout the United States, Europe, Asia, and Australia. As
active managers, we prioritize autonomy and accountability at the team
level in pursuit of opportunities that matter for clients. Macquarie
Investment Management is supported by the resources of Macquarie Group
(ASX: MQG; ADR: MQBKY), a global provider of asset management,
investment, banking, financial and advisory services.
Advisory services are provided by Macquarie Investment Management
Business Trust, a registered investment advisor. Macquarie Group refers
to Macquarie Group Limited and its subsidiaries and affiliates
worldwide. For more information about Delaware Funds® by
Macquarie, visit delawarefunds.com or call 800 523-1918.
Other than Macquarie Bank Limited (MBL), none of the entities referred
to in this document are authorized deposit-taking institutions for the
purposes of the Banking Act 1959 (Commonwealth of Australia). The
obligations of these entities do not represent deposits or other
liabilities of MBL, a subsidiary of Macquarie Group Limited and an
affiliate of Macquarie Investment Management. MBL does not guarantee or
otherwise provide assurance in respect of the obligations of these
entities, unless noted otherwise.
© 2019 Macquarie Management Holdings, Inc.