Alex Ely, CIO for US growth equity at Macquarie Investment Management, Philadelphia, and manager of the Delaware Smid Cap Growth Fund (DFDIX) since 2016. The fund has had annualized returns of 18.8% over the past 10 years, ranking in the top 1% of its category…and 17.6% over the past five years, ranking in the top 3%. MacquarieIM.com
The stocks this fund manager hunts for are tapping into consumer trends that have gotten a boost from the upheaval in consumer behavior and spending.
