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
Boston, MA
FOUNDED
1999
AUM1
$7.8 Billion
INVESTMENT STYLE
Alternatives
HEADQUARTERS
Orlando, FL
FOUNDED
1995
AUM
$6.9 Billion
INVESTMENT STYLE
Value equities
HEADQUARTERS
Chicago, IL
FOUNDED
1932
AUM
$12.0 Billion
INVESTMENT STYLE
Listed real assets
HEADQUARTERS
Los Angeles, CA
FOUNDED
1984
AUM
$51.4 Billion
INVESTMENT STYLE
Quality-oriented equities
HEADQUARTERS
Hartford, CT
FOUNDED
2011
AUM
$12.5 Billion
INVESTMENT STYLE
Multi-sector fixed income
HEADQUARTERS
Dallas, TX
ESTABLISHED
1989
AUM
$6.7 Billion
INVESTMENT STYLE
Global value equities
HEADQUARTERS
Park Ridge, NJ
FOUNDED
1992
AUM
$13.9 Billion
INVESTMENT STYLE
Investment grade and leveraged finance fixed income
HEADQUARTERS
Atlanta, GA
FOUNDED
2008
AUM
$1.8 Billion
INVESTMENT STYLE
Growth equities
HEADQUARTERS
New York, NY
FOUNDED
2006
AUM
$6.3 Billion
INVESTMENT STYLE
Emerging markets debt and multi-asset credit
HEADQUARTERS
Stamford, CT
FOUNDED
2003
AUM
$22.6 Billion
INVESTMENT STYLE
Global growth equities
HEADQUARTERS
New York, NY
FOUNDED
2012
INVESTMENT STYLE
Exchange-Traded Funds
HEADQUARTERS
Valhalla, NY
FOUNDED
1989
AUM
$4.7 Billion
INVESTMENT STYLE
Event-driven equity
Affiliated manager data as of 3/31/2023. AlphaSimplex became a Virtus affiliate on April 1, 2023.
1Assets under management (AUM) includes the trading size (capital) of separately managed accounts managed by AlphaSimplex (other than overlay accounts) for which the client has elected to fund the capital of the strategy on a partial basis. Therefore this measure of AUM does not correspond to regulatory AUM.