Virtus Funds (20) 367 Familes, 994 Interview Based Profiles

Virtus Duff & Phelps Global Real Estate Securities Fund

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.

$212 million

Virtus Vontobel Global Opportunities Fund

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.

$235 million

Virtus KAR Mid-Cap Core Fund

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. 

$102 million

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.

$632 million

Virtus Herzfeld Fund

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.

$47 million

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.

 

Virtus Low Duration Income Fund

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.

$308 million

RidgeWorth Mid-Cap Value Equity Fund

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.

RidgeWorth Seix Floating Rate High Income Fund

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.

Virtus Real Estate Securities Fund

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.

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