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Virtus Duff & Phelps Global Real Estate Securities Fund - Keywords


INVESTMENT FOCUS

  • Office REITs
  • Real Estate
  • Global
  • Owned Real Estate
  • International Small and Mid Cap REIT
  • International Small and Mid Cap REIT
  • ESG

PORTFOLIO CONSTRUCTION

  • Diversified across Sectors
  • Diversified Across Property Types
  • Diversified Across Sectors and Countries
  • Strict Sell Discipline
  • Benchmark Aware
  • Collaborative
  • Diversified
  • Diversified across Markets Caps
  • Focused but Not Concentrated Portfolio

INVESTMENT PHILOSOPHY

  • Global Approach
  • Long-Term Investor
  • active manager

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Fundamental Analysis
  • Steady Performers
  • Strong Dividend Growth
  • High Quality Lease-based Cash Flow
  • Lease Duration

RESEARCH PROCESS

  • Fundamental Analysis
  • Revenue Growth Models
  • Growth Longevity Analysis
  • Rental Market Analysis
  • Balance Sheet Quality
  • Property Portfolio Analysis
  • Deep Dive Research
  • Dividend Discount Model Analysis
  • Net Asset Value Analysis
  • Discounted Cash Flow Analysis

RISK CONTROL

  • Risk|Reward Ratio Focused
  • Permanent Loss of Capital
  • Never Compromise on Quality
  • Embedded Risk Management in Process
  • Balance Sheet Quality Focused
  • Return Focused