George R. Aylward, President and CEOEach affiliated manager operates independently, bringing its investment style, philosophy and process to craft strategies tailored to distinct client needs. This structure ensures flexibility in addressing evolving market conditions, whether the objective is growth, income generation or capital preservation.
Offering a comprehensive suite of investment strategies, it specializes in domestic and international equities, fixed income, multi-asset solutions and alternative investments. Each strategy is rigorously tested across market cycles to ensure consistent performance and effective risk management, providing clients the confidence to achieve their long-term financial objectives.
Comprehensive Investment Offerings across Asset Classes
Blending specialization with an expansive product range, Virtus is a one-stop destination for diverse and customized investment solutions. Its offerings span multiple asset classes, market capitalizations and investment styles, ensuring that every investor—whether individual or institutional—can find strategies that align with their specific goals.
Key product types include open-end mutual funds, closed-end funds, exchange-traded funds, variable insurance funds and structured products. Closed-end funds, a standout offering, are actively managed with a fixed number of shares. They provide investors with access to professionally curated portfolios of stocks, bonds, derivatives and alternative investments. These funds are designed for long-term investors seeking a balance of growth and income.
For those requiring more customization, Virtus’s separately managed accounts (SMA) offer individually tailored portfolios managed by seasoned professionals. These SMA provide the flexibility to align with investors’ financial objectives while allowing them direct ownership of the securities within their accounts.
Collective investment trusts (CIT) cater to qualified retirement plans, offering core and specialized options across asset classes. These trusts, managed by renowned affiliates such as SEI Trust Company and Global Trust Company, are crafted to provide retirement planning solutions with the same rigor and performance standards that define Virtus’s broader offerings. Notable CIT options include the Ceredex Large Cap Value Equity CIT, Duff & Phelps Global Listed Infrastructure CIT and Stone Harbor EM Debt Blended CIT.
Harnessing Strategic Partnerships for Unmatched Expertise
Virtus’s commitment to delivering superior investment outcomes is reflected in its rigorous selection of managers whose talent and discipline align with its core values of integrity, quality and strength. This foundation has allowed Virtus to thrive in a competitive marketplace, offering innovative strategies that address evolving investor needs.
Distinguished affiliates such as Duff & Phelps Investment Management, Kayne Anderson Rudnick and Seix Investment Advisors exemplify Virtus’s commitment to specialization. Duff & Phelps focuses on infrastructure and real estate securities, offering strategies that capitalize on these sectors' long-term growth potential. Kayne Anderson Rudnick is known for its high-quality equity portfolios that focus on businesses with durable competitive advantages and consistent earnings growth. Seix Investment Advisors, on the other hand, specializes in fixed income strategies, balancing risk and return to create resilient portfolios for clients.
Virtus also collaborates with unaffiliated subadvisers to expand its capabilities across asset classes and investment strategies. This includes working with Sustainable Growth Advisers for growth equity strategies and Stone Harbor Investment Partners for emerging market debt solutions. These partnerships amplify Virtus’s ability to cater to diverse financial goals while consistently focusing on performance and risk management.
Combining the independence of its affiliates with the collective strength of its multi-boutique model, Virtus offers clients the best of both worlds—specialized expertise and a unified commitment to their long-term success.
A Vision for Sustainable Growth
Virtus has positioned itself as a forward-thinking asset management firm, leveraging technology and data analytics to enhance operational efficiency and client experience. Its disciplined approach to asset management is underpinned by advanced market insights, enabling the development of strategies that adapt to dynamic financial environments.
Transparency is a cornerstone of Virtus’s philosophy. Offering extensive educational resources and dedicated support teams, the firm empowers clients to make informed financial decisions. This emphasis on education builds confidence and strengthens long term relationships. Virtus’s commitment to transparency extends to its investment strategies, where clear communication about objectives, risks and performance metrics ensures alignment with client expectations.
Virtus Investment Partners stands as a dependable ally, dedicated to helping investors reach their financial goals by navigating the ever-changing financial ecosystem and prioritizing their long-term success. Whether through risk-aware equity portfolios, flexible fixed income strategies, or alternative investments, it consistently delivers solutions that improve client portfolios and drive better outcomes.
