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
$9.4 Billion
INVESTMENT STYLE
Value equities
INVESTMENT PROFESSIONALS
11
HEADQUARTERS
Chicago, IL
FOUNDED
1932
AUM
$11.2 Billion
INVESTMENT STYLE
Income-focused equities
INVESTMENT PROFESSIONALS
28
HEADQUARTERS
Los Angeles, CA
FOUNDED
1984
AUM
$61.8 Billion
INVESTMENT STYLE
Quality-oriented equities
INVESTMENT PROFESSIONALS
16
HEADQUARTERS
Hartford, CT
FOUNDED
2011
AUM
$10.3 Billion
INVESTMENT STYLE
Multi-sector fixed income
INVESTMENT PROFESSIONALS
31
HEADQUARTERS
Dallas, TX
ESTABLISHED
1989
AUM
$8.5 Billion
INVESTMENT STYLE
Value equities
INVESTMENT PROFESSIONALS
9
HEADQUARTERS
Park Ridge, NJ
FOUNDED
1992
AUM
$18.3 Billion
INVESTMENT STYLE
Investment grade and leveraged finance fixed income
INVESTMENT PROFESSIONALS
36
HEADQUARTERS
Atlanta, GA
FOUNDED
2008
AUM
$0.8 Billion
INVESTMENT STYLE
Growth equities
INVESTMENT PROFESSIONALS
8
HEADQUARTERS
Stamford, CT
FOUNDED
2003
AUM
$25.3 Billion
INVESTMENT STYLE
Global growth equities
INVESTMENT PROFESSIONALS
11
HEADQUARTERS
New York, NY
FOUNDED
2012
INVESTMENT STYLE
Exchange-Traded Funds
INVESTMENT PROFESSIONALS
3
HEADQUARTERS
Westchester County, NY
FOUNDED
1980
INVESTMENT STYLE
Global Event-Driven
INVESTMENT PROFESSIONALS
7
Affiliates as of 10/1/21. Affiliated manager data as of 9/30/21.