VIRTUS INVESTMENT Overview
Virtus Investment Advisers Inc. is an investment advisor that manages 39.4 BN dollars in regulatory AUM and has 0 employees, of which 0 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 143MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 03/31/23. The fund's latest filing disclosed 143MM in positions, representing 0% of the manager's regulatory AUM.
VIRTUS INVESTMENT StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VIRTUS INVESTMENT Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
ESGU | 5.24% | Financials | 3.83% | 0.06% | 0 | 4% | ||
YUMC | 2.87% | Cons. Disc. | -5.9% | -0.29% | 0 | 5% | ||
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VIRTUS INVESTMENT Founders and Key Employees
Name | Title | In Position Since |
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George R. Aylward | Director, President And Chairman | November-2008 |
Kevin J. Carr | Senior Vice President And Clerk | August-2011 |
Michael A. Angerthal | Director, Executive Vice President And Chief Financial Officer | November-2008 |
David E. Fusco | Vice President And Chief Compliance Officer | June-2009 |
Francis G. Waltman | Director, Executive Vice President | August-2011 |
Mark S. Flynn | Executive Vice President And General Counsel | June-2011 |
David G. Hanley | Vice President And Treasurer | November-2007 |
Yvonne I. Pytlik | Corporate Head Of Compliance | June-2013 |
VIRTUS INVESTMENT Brokers, Custodians, Auditors and Administrators
Type | Company |
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VIRTUS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our clients should not assume that portfolio investments will be profitable. The results for individual portfolios will vary depending on market conditions and the portfolio’s overall composition. All investments carry a certain degree of risk including the possible loss of principal that clients should be prepared to bear. There is no assurance that your portfolio will achieve its investment objective or that any investment will provide positive performance over any period of time. Past performance is no guarantee of future results.
Under circumstances where we do not employ the services of a model manager or sub-adviser, our security analysis methods may include fundamental and technical analysis, as well as charting and cyclical review. In completing such analyses, we may use one or more of the following sources of information:
12
100 Pearl Street, Hartford, CT 06103
800.248.797...
Unlock Full Investment Process Description
Our clients should not assume that portfolio investments will be profitable. The results for individual portfolios will vary depending on market conditions and the portfolio’s overall composition. All investments carry a certain degree of risk including the possible loss of principal that clients should be prepared to bear. There is no assurance that your portfolio will achieve its investment objective or that any investment will provide positive performance over any period of time. Past performance is no guarantee of future results.
Under circumstances where we do not employ the services of a model manager or sub-adviser, our security analysis methods may include fundamental and technical analysis, as well as charting and cyclical review. In completing such analyses, we may use one or more of the following sources of information:
12
100 Pearl Street, Hartford, CT 06103
800.248.797...
Unlock Full Investment Process Description
VIRTUS INVESTMENT Portfolio Concentration
VIRTUS INVESTMENT Location
100 PEARL STREET
9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103
9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103
VIRTUS INVESTMENT Contact Information
Phone Number: 800-248-7971
Fax Number: 860-241-1024
Website: https://www.virtus.com/
Fax Number: 860-241-1024
Website: https://www.virtus.com/
Disclaimer
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