INVESTMENT TEAM

Jeffrey S. Van Harte, CFA
Chairman, Chief Investment Officer

Jeffrey S. Van Harte, CFA

Chairman, Chief Investment Officer

Jeffrey S. Van Harte became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as chairman and chief investment officer. Prior to joining Jackson Square, he was the chief investment officer of the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to Delaware Investments, he was a principal and executive vice president at Transamerica Investment Management.

Van Harte has been managing portfolios and separate accounts for 30 years. Before becoming a portfolio manager, Van Harte was a securities analyst and trader for Transamerica Investment Services, which he joined in 1980. Van Harte received his bachelor’s degree in finance from California State University at Fullerton.

Christopher S. Bonavico, CFA
Portfolio Manager, Research Analyst

Christopher S. Bonavico, CFA

Portfolio Manager, Research Analyst

Christopher S. Bonavico became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 1993, he was a research analyst for Salomon Brothers. Bonavico received his bachelor’s degree in economics from the University of Delaware.

Kenneth F. Broad, CFA
Portfolio Manager, Research Analyst

Kenneth F. Broad, CFA

Portfolio Manager, Research Analyst

Kenneth F. Broad became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.

Christopher M. Ericksen, CFA
Portfolio Manager, Research Analyst

Christopher M. Ericksen, CFA

Portfolio Manager, Research Analyst

Christopher M. Ericksen became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management, where he also managed institutional separate accounts. Before joining Transamerica in 2004, he was a vice president at Goldman Sachs. During his 10 years there, he worked in investment banking as well as investment management. Ericksen received his bachelor’s degree from Carnegie Mellon University, with majors in industrial management, economics, and political science.

Ian D. Ferry
Portfolio Manager, Research Analyst

Ian D. Ferry

Portfolio Manager, Research Analyst

Ian D. Ferry became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. Prior to joining Delaware Investments, he was an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010.

Patrick G. Fortier, CFA
Portfolio Manager, Research Analyst

Patrick G. Fortier, CFA

Portfolio Manager, Research Analyst

Patrick G. Fortier became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2000, he worked for OLDE Equity Research as an equity analyst. Fortier received his bachelor’s degree in finance from the University of Kentucky.

Gregory M. Heywood, CFA
Portfolio Manager, Research Analyst

Gregory M. Heywood, CFA

Portfolio Manager, Research Analyst

Gregory M. Heywood became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2004, he worked as a senior analyst for Wells Capital Management from 2003 to 2004 and Montgomery Asset Management from 1996 to 2003, where he was responsible for emerging market equity research. From 1993 to 1995, he was an analyst at Globalvest Management and Valuevest Management, where he researched emerging market and developed international market companies. Heywood received a bachelor’s degree in economics and an MBA in finance from the University of California at Berkeley.

Daniel J. Prislin, CFA
Portfolio Manager, Research Analyst

Daniel J. Prislin, CFA

Portfolio Manager, Research Analyst

Daniel J. Prislin became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he also managed sub-advised funds and institutional separate accounts. Prior to joining Transamerica in 1998, he was a portfolio manager with The Franklin Templeton Group. Prislin received an MBA and bachelor’s degree in business administration from the University of California at Berkeley.

Gregory L. Chory
Research Analyst

Gregory L. Chory

Research Analyst

Gregory L. Chory joined Jackson Square Partners (Jackson Square) as a research analyst in September 2014.  Prior to joining Jackson Square, he was an associate from July 2011 to August 2014 at Technology Crossover Ventures, a venture capital firm, focusing on the software and services industries.  Before that, Chory spent three years as an investment banking analyst for BMO Capital Markets in the business services and media group. He received a bachelor’s degree from Emory University.

William (Billy) G. Montana
Research Analyst

William (Billy) G. Montana

Research Analyst

Billy Montana joined Jackson Square Partners (Jackson Square) as a research analyst in September 2014. Prior to joining Jackson Square, he was an associate at TPG Capital, a private equity firm, from August 2011 to August 2014, focusing on growth capital opportunities.  Before that, Montana spent two years at Goldman Sachs as an investment banking analyst, focusing on financial institutions.  He received a bachelor’s degree from Georgetown University.

Brian Tolles
Research Analyst

Brian Tolles

Research Analyst

Brian Tolles joined Jackson Square Partners (Jackson Square) as a research associate in February 2016. Prior to joining Jackson Square, he was an investment banking analyst at Qatalyst Partners from June 2014 to January 2016, focusing on technology companies.  He received a bachelor’s degree from the Wharton School of the University of Pennsylvania.

Thomas Reinholm
Research Associate

Thomas Reinholm

Research Associate

Thomas Reinholm joined Jackson Square Partners as an operations associate in June 2014 and transitioned to the role of research associate in June 2016. He received a bachelor's degree from California State University, Fullerton and is currently a CFA Level III candidate.

TRADING

Deborah Sabo
Head of Trading

Deborah Sabo

Head of Trading

Deborah Sabo became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as head of trading. Prior to joining Jackson Square, she was an equity trader on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining Delaware Investments, she was the head trader at McMorgan. Before joining McMorgan in 2003, Sabo was the head of trading at Husic Capital Management from 2002 to 2003. Her 16 years of trading experience also includes positions at Robertson Stephens, Deutsche Bank, and Merrill Lynch. She received a bachelor’s degree in business and Japanese from the University of Pittsburgh.

Thomas N. Duffy
Trader

Thomas N. Duffy

Trader

Thomas N. Duffy became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as a trader. Prior to joining Jackson Square, he was a trader on the Delaware Investments Focus Growth Equity team during April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to that, he was a trader with Snyder Capital Management from 2010 to 2014. Before that, Duffy held positions with Husic Capital Management, which he left as head of trading operations, and with Fremont Investment Advisors. He began his career in 1996 with AIM Funds (formerly GT Global) as a senior mutual fund accountant. Duffy earned his bachelor’s degree in accounting from Arizona State University.

BUSINESS & OPERATIONS

Kevin J. Brown
Managing Partner

Kevin J. Brown

Managing Partner

Kevin J. Brown became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as managing partner, responsible for representing the team and its philosophy and process to clients, and managing the firm’s business and operations-related areas. Prior to joining Jackson Square, he was a senior investment specialist on the Delaware Investments Focus Growth Equity team from October 2006 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining Delaware Investments, he spent three years as a director in institutional equity sales at Merrill Lynch Investment Managers. From 1999 to 2003 he worked at Donaldson, Lufkin & Jenrette and Credit Suisse First Boston as a vice president in institutional equity sales, and before that he worked for two years as a vice president at JP Morgan. He began his career in the investment industry in 1995 as an associate at Robertson Stephens. Brown received his bachelor’s degree in history from the University of California at Berkeley, and he earned his MBA in finance from the University of California at Los Angeles.

Van Tran
Chief Financial Officer

Van Tran

Chief Financial Officer

Van Tran became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as chief financial officer. Prior to joining Jackson Square, she was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth, and global growth portfolios. Prior to joining Delaware Investments, she was a research analyst at Transamerica Investment Management. Before joining Transamerica in 2000, Van worked for PaineWebber from 1999 to 2000 and CIBC Oppenheimer from 1996 to 1999. She received her bachelor’s degree in political science from the University of California at San Diego and earned an MS in finance from Golden Gate University.

Jeffrey W. Rexford
Head of Business Development

Jeffrey W. Rexford

Head of Business Development

Jeffrey W. Rexford became a member of Jackson Square Partners (Jackson Square), at its inception in May 2014 as head of business development. Prior to joining Jackson Square, he was co-head of sales and relationship management at Delaware Investments for the firm’s financial institutions business, responsible for sales and marketing of Delaware Investments and Macquarie Group strategies. He joined Delaware Investments in April 2002 as a fixed income investments specialist. Prior to that, he was a financial consultant with Tucker, Anthony, and RL Day from 1997 to 2002. Rexford worked in marketing with Freedom Chemical from 1995 to 1997. He began his career in financial services in 1992 at the Chase Manhattan Bank, where he distributed retail banking products and services until accepting a position at Chase Institutional Foreign Exchange, where he was part of the sales team. Rexford earned his bachelor’s degree in history from Washington College.

Sharon L. Hayman, CFA
Head of Relationship Management

Sharon L. Hayman, CFA

Head of Relationship Management

Sharon Hayman joined Jackson Square Partners (Jackson Square) in January 2015 as head of relationship management. Prior to joining Jackson Square, she was with Matthews International Capital Management from December 2012 to January 2015, where she was responsible for the firm’s relationship management efforts. From 2006 to 2012, Hayman was head of financial institutions client services at Delaware Investments. From 1994 to 2000, she held various roles at Delaware Investments, beginning in the internal audit department and later in the fund product management area. From 2000 to 2006, she was with Gartmore Global Investments, where her product management experience included working with sub-advisory and offshore funds. Hayman earned an MBA in marketing and finance from Drexel University and a bachelor’s degree in management from Gettysburg College.

Sean Kreiger
Chief Compliance Officer

Sean Kreiger

Chief Compliance Officer

Sean Kreiger joined Jackson Square in August 2015 as Chief Compliance Officer. Sean holds a Master of Law degree in Securities and Financial Regulation from Georgetown University and a law degree from the University of Baltimore. His undergraduate degree was attained at the University of Maryland.  Sean started his professional career as an attorney with the Division of Enforcement of the U.S. Securities and Exchange Commission (SEC) followed by several years in private practice in the New York office of the law firm of K&L Gates.  He then used this background to transition his career into a variety of legal and compliance roles in the asset management industry.  This experience included stints as the CCO of a multi-strategy hedge fund manager in New York and in legal and compliance roles at AIG Investments.  He also headed the trading practices and portfolio compliance department at Babson Capital Management in Boston.  Prior to joining JPS, Sean spend the prior three years as the General Counsel and Chief Compliance Officer of DCI, LLC; a multi-billion dollar asset manager based here in San Francisco.

* Free cash flow is earnings before depreciation, amortization, and non-cash charges minus maintenance capital expenditures.

Mutual fund investing involves risk. Principal loss is possible.

With the exception of the All-Cap Growth Fund, the Funds are non-diversified meaning they may concentrate its assets in fewer individual holdings than a diversified fund. Therefore it is more exposed to individual stock volatility than a diversified fund. Small- and Mid-capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Investments in foreign securities involve greater volatility and political economic and currency risks and differences in accounting methods. These risks are greater in emerging and frontier markets. Frontier market countries generally have smaller economies and even less developed capital markets than traditional emerging markets, and, as a result, the risks of investing in emerging market countries are magnified in frontier market countries. Investments in Real Estate Investment Trusts (REITs) involve additional risks such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. When the Fund buys or sells securities on a foreign stock exchange, the transaction is undertaken in the local currency rather than in U.S. dollars. The value of the foreign currency may increase or decrease against the value of the U.S. dollar, which may impact the value of the Fund's portfolio holdings and your investment. Other countries may adopt economic policies and/or currency exchange controls that affect their currency valuations in a manner that is disadvantageous to U.S. investors and companies. From time to time, the trading market for a particular security or type of security in which the Funds invest may become less liquid or even illiquid.

The Jackson Square Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Jackson Square Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Price-Earnings Ratio (P/E Ratio) is determined by dividing the price of the stock by the company’s forecasted earnings per share.

EPS Growth Rate represents the annualized rate of net-income-per-share growth over the trailing one-year period for the stocks held by a fund.

Market Capitalization is the value of the fund as determined by the market price of its issued and outstanding stock.

The specific securities identified and described do not represent all of the securities purchased, sold, or recommended for the fund and no assumptions should be made that the securities identified and discussed were or will be profitable. A full list of holdings is available upon request. Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security. Complete Fund holdings are generally available 10 business days following quarter end.

For the returns shown for Share Classes for the periods prior to their inception are derived from the historical performance of IS Shares of those Funds during such periods and have been adjusted to reflect the higher total annual operating expenses of each specific Share class.

The MSCI All Country World Index is a free float adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The Russell 1000® Growth Index measures the performance of the large cap growth segment of the U.S. equity universe. It includes those Russell 1000 Index companies with higher growth earning potential as defined by Russell’s leading style methodology. The Russell 3000® Growth Index measures the growth segment of the U.S. equity universe. It includes those Russell 3000® Index companies with higher growth earning potential, as defined by Russell’s leading style methodology. The Russell 2500® Growth Index measures the performance of the SMID-Cap Growth segment of the U.S. equity universe. It includes those Russell 2500® Growth companies with higher price-to-book ratios and higher forecasted growth values. The index is unmanaged and one cannot invest directly in it.

For a free hard copy of the prospectus, please call 415.635.0208. The prospectus should be read and considered carefully before you invest or send money. The funds investment objectives, risks, charges, and expenses must be considered carefully before investing.

Jackson Square Partners, LLC is the adviser to the Jackson Square Partner Funds, which are distributed by Quasar Distributors, LLC.