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
Dallas, TX
ESTABLISHED
1989
AUM
$6.3 Billion
INVESTMENT STYLE
Global value equities
HEADQUARTERS
Park Ridge, NJ
FOUNDED
1992
AUM
$13.3 Billion
INVESTMENT STYLE
Investment grade and leveraged finance fixed income
HEADQUARTERS
New York, NY
FOUNDED
2006
AUM
$6.3 Billion
INVESTMENT STYLE
Emerging markets debt and multi-asset credit
Affiliated manager data as of 9/30/2023.