Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc.

Date Founded




Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. The Wholesale channels activities include retail fund distribution through brokers and dealers, registered investment advisors and retirement and insurance platforms. The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

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Executives & Employees

Chief Executive Officer

Senior Vice President & Chief Financial Officer

Senior Vice President & Chief Investment Officer

Chief Operating Officer & Executive Vice President

Senior Vice President, Chief Legal Officer, General Counsel & Secretary

Senior Vice President & Chief Technology Officer

Senior Vice President, Chief Compliance Officer

Chief Administrative Officer

Senior Vice President-Distribution


Board of Directors

Former Chief Executive Officer at Aviva Investors Americas LLC

President at MFS Fund Distributors, Inc.

Former Managing Partner at Ernst & Young LLP

Former Chief Financial Officer, Executive Vice President & Controller at Alltel Corp.

Executive Advisor at Hunt Ventures LLC

Director at Ledyard National Bank (Investment Management)

Chief Executive Officer at Waddell & Reed Financial, Inc.

Chairman at Kosloff & Partners LLC

Senior Executive Vice President, Retail Financial Services at TIAA FSB Holdings, Inc.

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Owners & Shareholders
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Van Berkom & Associates (VBA) manages small-cap stock portfolios for large Canadian and U.S. pension funds, corporations, foundations and high-net worth clients on a segregated basis. The firm specializes in managing portfolios of U.S. and Canadian Small-Cap Equities. They look for companies with strong management with a significant ownership position, several years of consistent growth in revenues and earnings, a clearly defined strategy for long-term growth and conservative accounting methods. VBA also looks for companies with an important franchise, a significant market share, a global reach and a unique product or service. Companies should be gaining market share in a fragmented industry. Additional financial criteria include: projected long-term EPS growth greater than 15%, high return on equity, a strong balance sheet, adequate size and strong cash flow generation. While the firm generally prefers to invest in non-cyclical industries, they may also consider investments in companies that can grow their asset base in the resource and cyclical sectors and generate a reasonable return on invested capital and shareholders' equity.VBA's research process focuses on fundamental analysis. Part of their research effort considers the economic cycle and the identification of the secular trends of the future. Most of their efforts center on the identification and analysis of individual companies that are prepared for the economic and secular trends of the future. The firm emphasizes bottom-up analysis to identify high-quality, undervalued companies.

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Matarin Capital Management employs a quantitative investment approach that seeks to generate superior risk-adjusted investment returns. The firm seeks to capitalize on the occasional mispricing of individual securities and broad asset classes that occurs in the capital markets.The firm's Market Neutral US Plus strategy seeks to outperform cash while minimizing stock market risk by investing both long and short in US equities. The strategy is designed to achieve annualized excess returns of 5% to 7% with a tracking error of 6% to 10%.Matarin Capital Management's North America Small-Cap strategy seeks to outperform the S&P 600 Index over a 3 to 5-year investment horizon. It is a long-only portfolio that holds and average of 100 positions selected from a universe of small-cap North American equities and is diversified across industries and sectors. The strategy is designed to achieve annualized excess returns of 2% to 4% with a tracking error of 3% to 6%.The firm's Global Markets Select strategy seeks to deliver absolute returns by making opportunistic long and short investments in stock indices, sovereign debt, money markets, currencies and commodities using global futures contracts. The strategy is designed to achieve annualized excess returns (above a cash benchmark) of 8% to 12% with a tracking error of 12% to 18%.

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Heartland Advisors uses a value investment philosophy to select equity securities. They search for under-researched, under-followed and under-valued securities. As value investors, the firm seeks to capitalize on inefficiencies in the financial markets by investing in stocks whose current market prices are at significant discounts to their evaluation of their true or intrinsic value. In assessing the intrinsic value of a company, Heartland examines its cash flows and uses other traditional valuation measures such as price to book value, p/e ratio, p/c flow ratio and earnings growth. They typically sell securities when they consider them to be overvalued relative to other investments.

Recent Transactions
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Qiwi Plc issued American Depositary Shares

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First Allied Securities, Inc. purchases The Legend Group, Inc. from Waddell & Reed Financial, Inc.

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Waddell & Reed Financial, Inc., BlackRock, Inc., Norges Bank Investment Management, Formula One Holdings Ltd. /Private Group purchase Formula One Holdings Ltd. from CVC Advisers Ltd.

Transaction Advisors

Advised onWaddell & Reed Financial, Inc. issued USD Common Stock


Advised onWaddell & Reed Financial, Inc. issued USD Common Stock


Advised onWaddell & Reed Financial, Inc. issued USD Common Stock

Advisors & Consultants

Former President at Waddell & Reed, Inc.

Legal Advisor

Partner at Willkie Farr & Gallagher LLP

Real Estate Agent

President at AREA Real Estate Advisors

Key Stats and Financials As of 2018
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Earnings Per Share
Total Equity
Total Debt
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Enterprise Value EBITDAOperating
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Three Year Compounded Annual Growth Rate Of Revenue
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Formula One Holdings Ltd. operates as an administrator of the FIA Formula One Grand Prix Championship and annual Grand Prix races. The company was founded by Bernard Charles Ecclestone in 1996 and is headquartered in London, the United Kingdom.

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