Virtus' partnership approach preserves each affiliate’s unique entrepreneurial culture, provides continued investment autonomy, and ensures appropriate alignment of interests.
Autonomy
- Autonomy of investment process and team
- Maintenance of unique culture and brand
- Management of day-to-day business
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
- U.S. institutional resources augment or support affiliate efforts
- Multi-affiliate non-U.S. distribution capability
- Leading U.S. retail distribution capability
Alignment of Interests
- Incentive pool based upon profits generated by affiliate
- Participation in Virtus equity
- Incentive structure includes investments into strategies managed
Business Support
Finance, human resources, legal, compliance • Investment operations, middle- and back-office, fund administration • IT infrastructure, systems, applications
| Affiliate | Investment Style | Headquarters | Year Founded | AUM |
|---|---|---|---|---|
 |
Value Equity | Orlando, FL | 1995 | $5.6 B |
 |
Quality-Focused Equity | Los Angeles, CA | 1984 | $62.9 B |
 |
Global Value Equity | Dallas, TX | 1989 | $6.0 B |
 |
Growth Equity | Atlanta, GA | 2008 | $2.6 B |
 |
Global Growth Equity | Stamford, CT | 2003 | $27.4 B |
 |
Global Multi-Asset | New York, NY | 2022 | $109.0 M |
 |
Global Equity | San Diego, CA | 2022 | $495.0 M |
| Affiliate | Investment Style | Headquarters | Year Founded | AUM |
|---|---|---|---|---|
 |
Multi-sector Fixed Income | Hartford, CT | 20111 | $14.9 B |
 |
Specialty Fixed Income | Park Ridge, NJ | 1992 | $12.8 B |
 |
Emerging Markets Debt | New York, NY | 2006 | $5.3 B |
| Affiliate | Investment Style | Headquarters | Year Founded | AUM |
|---|---|---|---|---|
 |
Systematic Alternatives | Boston, MA | 1999 | $7.0 B |
 |
Liquid Real Assets | Chicago, IL | 1932 | $11.8 B |
 |
Event-Driven Alternatives | Valhalla, NY | 1989 | $3.4 B |
Affiliated manager data as of 6/30/2024.
Newfleet, Seix, and Stone Harbor are divisions of Virtus Fixed Income Advisers, LLC (“VFIA”), an SEC registered investment adviser.
1Formally became Newfleet in 2011, however, much of the core team has been together for over 20 years working at a predecessor firm.