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
AUM
$8.2 Billion
INVESTMENT STYLE
Alternatives
HEADQUARTERS
Orlando, FL
FOUNDED
1995
AUM
$6.1 Billion
INVESTMENT STYLE
Value equities
HEADQUARTERS
Chicago, IL
FOUNDED
1932
AUM
$11.2 Billion
INVESTMENT STYLE
Listed real assets
HEADQUARTERS
Los Angeles, CA
FOUNDED
1984
AUM
$52.7 Billion
INVESTMENT STYLE
Quality-oriented equities
HEADQUARTERS
Hartford, CT
FOUNDED
2011
AUM
$14.0 Billion
INVESTMENT STYLE
Multi-sector fixed income
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
Atlanta, GA
FOUNDED
2008
AUM
$2.0 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
$23.4 Billion
INVESTMENT STYLE
Global growth equities
HEADQUARTERS
New York, NY
FOUNDED
2012
INVESTMENT STYLE
Exchange-Traded Funds
HEADQUARTERS
Valhalla, NY
FOUNDED
1989
AUM
$4.0 Billion
INVESTMENT STYLE
Event-driven equity
Affiliated manager data as of 9/30/2023.