Downside Protection Through Large-Cap Value Investing

General Investing >> Money Manager Interviews >> August 21, 2012

Matthew T. Norris, CFA, has served as a Senior Vice President and Portfolio Manager at Waddell & Reed Investment Management Co. since July 2003 and previously was the Director of Equity Research from 2005 to 2010. Previously, Mr. Norris served as a portfolio manager at Waddell & Reed Financial Inc. He has been a senior vice president at Ivy Investment Management Company. Mr. Norris served at Advantus Capital Management, Inc., from 1997 to 2003, where he joined as an equity analyst and served as its Large Cap Value Portfolio Manager since 2000. Prior to that, he served as an equity analyst and portfolio manager at Norwest Investment Management from 1994 to 1997. Mr. Norris is a member of the finance advisory board of the University of Kansas School of Business. He is a member of the Kansas City CFA Society. Mr. Norris holds the Chartered Financial Analyst designation. He earned an MBA from the University of Nebraska in 1992 and a B.S. in cellular biology in 1986 from the University of Kansas. Profile

TWST: Would you begin with a brief introduction to the Ivy Value Fund, including an overview of its investment philosophy?

Mr. Norris: Ivy Value falls in the large-cap value

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Downside Protection Through Large-Cap Value Investing

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