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

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

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

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.

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

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

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

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