Virtus Funds(20)

Consistent and Patient in Global Real Estate Investing

Virtus Duff & Phelps Global Real Estate Securities Fund

US> Mid-Cap > Growth

May 16, 2019

Real estate investments require patience given the multi-year nature of opportunities, according to Frank Haggerty, portfolio manager of the Virtus Duff & Phelps Global Real Estate Securities Fund. With a consistent approach to security selection, a structured process and an experienced team, the fund focuses on companies with above-average cash flow and dividend growth, superior return on invested capital, growth-supportive balance sheets and reasonable valuations.

Mid Caps with Dividends

RidgeWorth Mid-Cap Value Equity Fund

US> Multi-Cap > Growth

Dec 02, 2014

Mid cap companies offer the stability of large companies and the information opportunity of smaller cap companies. Especially, companies that pay regular dividends also bring additional financial discipline which is lacking in general. Don Wordell and his team research companies that are trading at their low end of expectations based on historical valuations.

Relative Values in Senior Secured Loans

RidgeWorth Seix Floating Rate High Income Fund

GL> Real Estate >

Aug 26, 2013

Leveraged loans are issued by companies that also issue high yield bonds. Investing in high yield requires a deep understanding of a company, the industry, and fixed-income investing. George Goudelias and his team of researchers look for loans issued by large companies that offer strong fundamentals and better downside protection.

Diversified Commercial REITs

Virtus Real Estate Securities Fund

US> Science/Technology >

Dec 19, 2012

Commercial real estate spans from industrial properties to recreation and healthcare facilities, residential buildings and regional malls. Geoffrey Dybas, portfolio manager of the Virtus Real Estate Securities Fund, explains how this varied and segmented asset class provides investors with a unique opportunity to diversify their portfolios away from correlation with stocks and bonds.

Leaders in Emerging Markets

Virtus Emerging Markets Opportunities Fund

US> Multi-Cap > Value

Sep 09, 2010

Investing in emerging markets does not have to be high-risk investing. With proper temperament and investment discipline, emerging markets can generate higher-than-average returns. Rajiv Jain of the Virtus Emerging Markets Opportunities Fund looks for companies that have predictable business models and protects his downside by acquiring these companies when they are trading significantly below their intrinsic values.

Across the Spectrum

RidgeWorth Asset Allocation Strategies

US> Health/Biotechnology >

May 06, 2010

The idea of diversification typically implies spreading assets across a selection of stocks and bonds. Portfolio manager Alan Gayle reveals how RidgeWorth Allocation Strategies achieve diversification by taking into account business and economic cycles as well as the full risk spectrum.

Dividends, Valuation and Fundamentals

RidgeWorth Mid-Cap Value Equity Fund

US> Multi-Cap > Growth

May 13, 2009

Even in the current environment, there are opportunities providing solid return with low risk, according to Don Wordell, the manager of RidgeWorth Mid-Cap Value Equity Fund. With an approach based on dividends, valuation, and fundamentals, his fund has been able to avoid many of the recent disasters, mainly due to the focus on companies that can make it throughout an economic cycle.

Quality in Small Caps

Virtus Quality Small Cap Fund

US> Multi-Cap > Growth

Apr 22, 2009

The Virtus Quality Small-Cap Fund seeks long-term capital appreciation by investing in small-cap value companies believed to be undervalued relative to their future growth potential. The Fund managers look for high-quality companies with a sustainable competitive advantage, disciplined shareholder value oriented management, and solid financial strength that have the opportunity to outgrow their markets.

Fundamentally Rooted

Phoenix Small-Cap Growth Fund

US> Science/Technology >

May 11, 2006

The Phoenix Small-Cap Growth Fund digs into the small-cap universe in search of the next Wal-Mart. The fund uses a fundamental process and clearly defined criteria, looking for companies with high EPS growth foreseeable for the next five years, high return on invested capital (ROIC), and sustainability. Portfolio managers Yossi Lipsker and Lou Holtz consider the long-term outlook crucial for success in the small-cap area and keep turnover low.

A Smooth Small-Cap Ride

STI Classic Small Cap Growth Stock Fund

US> Small-Cap > Growth

Nov 22, 2005

Consistency and efficiency are key words in the strategy of the STI Classic Small Cap Growth Stock Fund. Its management doesn't like taking huge bets on individual sectors and stocks and the respective volatility. Instead, the Fund spreads the risk across a wide universe of sectors and more than 200 stocks. A clearly defined investment process aids the search for dependable results.

Getting Big through Betting Small

Phoenix Multi-Sector Short Term Bond Fund

US> Small-Cap > Growth

Sep 28, 2005

Believe it or not, there are bond funds that don’t really care about the level of interest rates. This strategy has worked quite well for Phoenix Multi-Sector Short Term Bond Fund, which takes only small bites of risk in a diversified fashion. Achieving consistent returns in any interest rate environment, manager David Albrycht thinks the key is active sector rotation and granularity.

Staying Stable in an Uncertain World

Phoenix-Goodwin Multi-Secor Short Term Income

US> MLPs >

Jul 01, 2003

David Albrycht has 22 years experience in credit analysis, more than enough to learn a few valuable lessons in fixed-income investing. As a result, the Phoenix-Goodwin Multi-Sector Short Term Income Fund he's managed for over 10 years has a standard deviation ranked in the top 2% in the category while keeping the total return over that time within the top 15%. Deep research is the key, with backing from 12 fixed-income sector managers.

A Quantitative Blend of Bonds and Fundamentals

Harris Insight Balanced Fund

US> Large-Cap > Value

Aug 08, 2003

The right mix of stocks and bonds at the right time has kept the Harris Insight Balanced Fund, managed by investment veteran C. Thomas Johnson, outperforming the S&P 500 for the past five years ending March 31, 2003. Johnson told Ticker why he thinks the equity side, particularly growth issues, will outperform value.

To QARP, Rather Than to GARP

Phoenix-Kayne Large Cap Fund

US> Large-Cap > Growth

Mar 01, 2003

Founder Allan Rudnick and chief research officer Paul Wayne manage Phoenix-Kayne Large Cap Fund, through both retail and adviser channels. The two have a combined 56 years of experience in delivering a return on a core portfolio of large-cap stocks that has remained in the top 10% in its category over a 10-year period.

A Global Quest for the Best Businesses

Virtus Vontobel Global Opportunities Fund

Dec 14, 2017

Businesses that create lasting investment returns are most typically growth-oriented, durable, and less cyclical. According to Matthew Benkendorf, CIO of Vontobel Asset Management, Inc. and portfolio manager of the Virtus Vontobel Global Opportunities Fund, owning such businesses in a concentrated portfolio is the best way to preserve and compound capital over time. That philosophy may sound simple, but it requires a global team, a steady focus on quality, and extensive research work.

Stability Through High Quality Holdings

Virtus KAR Mid-Cap Core Fund

GL> Real Estate >

Aug 15, 2017

Companies of all sizes have to face the ups and downs of business cycles, and businesses that are not capital intensive and have prudent management generally weather these cycles far better than others. Jon K. Christensen, portfolio manager of the Virtus KAR Mid-Cap Core Fund, focuses on such high-quality companies with low-capital intensity characteristics to generate consistent returns at lower risk levels. 

Margin of Safety in High Yield Bonds

US> Multi-Cap > Growth

Mar 08, 2017

Investing in high yield bonds is always a research-intensive process. With the help of in-house analysis from industry specialists, Michael Kirkpatrick, portfolio manager of the RidgeWorth Seix High Income Fund, consistently applies a five-step approach when making purchases for the portfolio.

Relative Value in Closed-End Funds

Virtus Herzfeld Fund

US> Large-Cap > Core

Oct 18, 2016

Closed-end funds have the ability to trade at premiums or discounts to their asset value, and allow an investor to build a relative value portfolio that delivers both capital appreciation and current income. Erik Herzfeld explains how the Virtus Herzfeld Fund invests in well-managed closed-end funds that trade at a discount and are likely to increase their net asset value.

Winning Over Full Market Spread Cycles

US> Multi-Cap > Growth

Mar 11, 2016

The bond market is deep and complex, with plenty of choices available across the yield curve and credit spectrum. Jim Keegan, Chairman and CIO of Seix Investment Advisors, explains how the RidgeWorth Seix Core Bond Fund seeks to benefit from a full market spread cycle investing instead of chasing yield and risk at the end of a cycle.


Short in Duration, Long in Quality

Virtus Low Duration Income Fund

US> Large-Cap > Core

Feb 08, 2016

Although Benjamin Caron, portfolio manager of Virtus Low Duration Income Fund, has the liberty to invest in all sectors of the fixed-income market, he manages a conservative fund with a focus on segments with higher quality and liquidity. The long track record of the strategy and the team is among the key assets of the fund, combined with a rigorous sector and issue selection process.