Autonomy
- Autonomy of investment process and team
- Maintenance of unique culture and brand
- Management of day-to-day business
Business Support
- Finance, human resources, legal & compliance
- IT infrastructure, systems, and applications
Growth Opportunities
- Seed capital available for new products and strategies
- Investment capabilities leveraged into multiple product forms
- Financial support for growth initiatives
Access to Distribution
- Leading U.S. retail distribution capability
- Institutional resources available to augment or support affiliate efforts
- Non-U.S. distribution capability
Alignment of Interests
- Bonus pool based upon profits generated by affiliate
- Participation in Virtus equity as part of incentive compensation
- No “corporate overhead” allocations
Affiliated Managers
HEADQUARTERS
Orlando, FL
FOUNDED
1995
AUM
$8.9 Billion
INVESTMENT STYLE
Value equities
INVESTMENT PROFESSIONALS
13
HEADQUARTERS
Chicago, IL
FOUNDED
1932
AUM
$12.2 Billion
INVESTMENT STYLE
Listed real assets
INVESTMENT PROFESSIONALS
25
HEADQUARTERS
Los Angeles, CA
FOUNDED
1984
AUM
$56.7 Billion
INVESTMENT STYLE
Quality-oriented equities
INVESTMENT PROFESSIONALS
35
HEADQUARTERS
Hartford, CT
FOUNDED
2011
AUM
$9.4 Billion
INVESTMENT STYLE
Multi-sector fixed income
INVESTMENT PROFESSIONALS
27
HEADQUARTERS
Dallas, TX
ESTABLISHED
1989
AUM
$8.4 Billion
INVESTMENT STYLE
Global value equities
INVESTMENT PROFESSIONALS
10
HEADQUARTERS
Park Ridge, NJ
FOUNDED
1992
AUM
$16.9 Billion
INVESTMENT STYLE
Investment grade and leveraged finance fixed income
INVESTMENT PROFESSIONALS
33
HEADQUARTERS
Atlanta, GA
FOUNDED
2008
AUM
$0.8 Billion
INVESTMENT STYLE
Growth equities
INVESTMENT PROFESSIONALS
7
HEADQUARTERS
New York, NY
FOUNDED
2006
AUM
$13.2 Billion
INVESTMENT STYLE
Emerging markets debt and multi-asset credit
INVESTMENT PROFESSIONALS
26
HEADQUARTERS
Stamford, CT
FOUNDED
2003
AUM
$24.7 Billion
INVESTMENT STYLE
Global growth equities
INVESTMENT PROFESSIONALS
19
HEADQUARTERS
New York, NY
FOUNDED
2012
INVESTMENT STYLE
Exchange-Traded Funds
INVESTMENT PROFESSIONALS
3
HEADQUARTERS
Valhalla, NY
FOUNDED
1989
AUM
$5.3 Billion
INVESTMENT STYLE
Event-driven equity
INVESTMENT PROFESSIONALS
7
Affiliated manager data as of 03/31/2022.