Nomura Small Cap Core Fund’s 497K prospectus supplement replaces its Investment manager section with an updated portfolio-management roster effective September 2, 2026. Investors receive current names, titles and fund start dates, while the supplement also outlines affiliate participation and advises consulting tax professionals about investment and Redemption consequences.
Key Highlights
- David Reidinger has managed the fund since October 2016 as managing director and head of US Core Equity.
- Christopher Adams and Michael Morris each began managing the fund in November 2004.
- The fund’s investment-manager section now names Delaware Management Company and lists its portfolio managers, titles and start dates.
DELAWARE GROUP Equity FUNDS V now identifies Delaware Management Company as the investment manager for the Nomura Small Cap Core Fund, with the revised manager section effective immediately. The roster lists portfolio managers across managing-director and executive-director roles.
Investment Manager Roster Takes Effect Immediately
Christopher Adams and Michael Morris, both managing directors and senior portfolio managers for US Core Equity, each have a November 2004 start date. Christina Van Het Hoen is an executive director and portfolio manager for US Core Equity, with a July 2024 start date. Chad Bolen and William Mitchell III are executive directors and portfolio managers for US Core Equity, each starting in March 2026. Eric Li Cheung holds the same title and began in September 2026. Employees of the manager’s non-US affiliates may participate as associated persons under Delaware Management Company’s supervision.
FAQs
Q: What changed for the Nomura Small Cap Core Fund investment manager?
A: The fund’s investment-manager section now names Delaware Management Company and lists its portfolio managers, titles and start dates. The change is effective immediately.
Q: Who manages the Nomura Small Cap Core Fund?
A: The listed managers are David Reidinger, Christopher Adams, Michael Morris, Christina Van Het Hoen, Chad Bolen, William Mitchell III and Eric Li Cheung.
Q: Can affiliate employees provide services to the fund?
A: Employees of Delaware Management Company’s non-US affiliates may participate as associated persons in providing services to the fund. Their participation is conducted under Delaware Management Company’s supervision.
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