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.

VIRTUS INVESTMENT StockAlpha

+1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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FEATURED IN
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VIRTUS INVESTMENT Founders and Key Employees

Name Title In Position Since
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

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...
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VIRTUS INVESTMENT Portfolio Concentration

VIRTUS INVESTMENT Location

100 PEARL STREET
9TH FLOOR
HARTFORD, Connecticut
UNITED STATES, 06103

VIRTUS INVESTMENT Contact Information

Phone Number: 800-248-7971
Fax Number: 860-241-1024
Website:

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Disclaimer

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