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MFWire: Virtus Mutual Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Virtus Investment Partners Inc
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100 Pearl Street
9th Floor
Hartford, CT 06103
Google Maps
Contact
Main Phone: 860-403-5000
Web Site:
Click Here
Mutual Fund Brand(s)
Virtus Mutual Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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At the beginning of 2022, Virtus acquired Stone Harbor Investment Partners. The deal was first unveiled in June 2021.
Virtus Investment Partners, a multiboutique asset manager, took its current name on Oct. 1, 2008 when it rebranded from Phoenix Investment Partners following its spin-off from The Phoenix Companies. Virtus distributes its retail products, including mutual funds, closed-end funds and SMAs, through national, regional and independent broker-dealers and RIAs.
On December 16, 2016, Virtus unveiled a $513-million deal to buy private-equity-backed multiboutique RidgeWorth Investments. The deal, which closed in spring 2017, kept key RidgeWorth investment professionals on as Virtus shareholders, roughly doubled Virtus' AUM at the time to $90.3 billion.
On July 7, 2020, Virtus unveiled a strategic partnership with Allianz Global Investors, under which Virtus would adopt AllianzGI's $23-billion-AUM U.S. retail business (including mutual funds and SMAs). The adoptions were expected to close in late 2020.
Affiliates of Virtus include:
- Duff & Phelps Investment Management Co. (Chicago)
- Kayne Anderson Rudnick Investment Management, LLC (Los Angeles)
- SCM Advisors LLC (San Francisco)
- Stone Harbor Investment Partners LP, purchased in 2022 (New York)
- Virtus Investment Advisers, Inc. (Hartford)
- Westchester Capital Management, purchased in 2021 (Valhalla, York)
- Zweig Advisers LLC (New York)
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Sponsored Opportunities
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Key People:
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George Aylward
President, CEO, Virtus Investment Partners | Michael Angerthal
Executive Vice President, Chief Financial Officer, Virtus Investment Partners | Patrick Bradley
EVP Fund Services, Virtus Investment Partners | Francis Waltman
Executive Vice President, Product Management, Virtus Investment Partners | Samuel Austin
Director of Marketing & Client Service, FIS Group | Mardelle Pena
Senior Vice President, Human Resources, Virtus Investment Partners | Mark Flynn
Executive Vice President, General Counsel and Chief Compliance Officer, Virtus Investment Partners |
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Story Archive for Virtus Investment Partners Inc
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Published On
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Story Headline
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Publication |
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11/1/2024
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In SoCal, a 40YO Boutique Enters the ETF Space
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MFWire.com
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7/30/2024
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Aylward Emphasizes Alts As Virtus Hunts More Deals
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MFWire.com
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5/30/2024
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25 Years In, an MA Quant Shop Enters the ETF Biz
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MFWire.com
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10/23/2023
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Week In Preview, October 23 - October 29
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MFWire.com
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9/21/2023
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With a 54-Percent Inflows Jump, WisdomTree Wins
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MFWire.com
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8/17/2023
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VanEck Leads With a 32-Fold Inflows Jump
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MFWire.com
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7/21/2023
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Midside Firms' Outflows Quadruple In Q2
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MFWire.com
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6/22/2023
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With $951MM, Baird Repeats Its Win
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MFWire.com
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5/17/2023
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Baird Wins With $1.081B
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MFWire.com
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4/21/2023
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With $3B, Pacer Takes the 2023 Lead
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MFWire.com
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4/13/2023
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Virtus Seals an $8.3B-AUM Deal
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MFWire.com
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3/20/2023
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BNY Mellon Leads With $2.3B
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MFWire.com
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3/3/2023
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A Twenty-Year Fidelity Vet Picks Up a DC I-O Role
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401kWire.com
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3/1/2023
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Victory Leads As Mr. Market Smites Most Fund Firms
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MFWire.com
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2/21/2023
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Midsize Flows Improve By $36B
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MFWire.com
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2/1/2023
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Mr. Market Boosted Fund Firms By 9 Percent In January
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MFWire.com
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1/24/2023
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In 2022, Mr. Market Took a 20-Percent Bite Out of Fund Firms, But ...
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MFWire.com
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1/20/2023
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ProShares Takes the Lead With $15B
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MFWire.com
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12/19/2022
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A Year Post-Sale, a $10B-AUM Boutique Enters the ETF Biz
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MFWire.com
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10/24/2022
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Week In Preview, October 24 - October 30
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MFWire.com
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10/19/2022
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WisdomTree Leads With $1.9B
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MFWire.com
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10/4/2022
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Mr. Market Took Fund Firms Down 13 Percent In September, But ...
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MFWire.com
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9/20/2022
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$15B In Inflows In Eight Months
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MFWire.com
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7/25/2022
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Week In Preview, July 25 - July 31
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MFWire.com
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7/7/2022
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A $42B-AUM Sibling Trio Combines
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MFWire.com
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6/15/2022
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ProShares Leads a Shrinking Midsize Winners List
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MFWire.com
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6/2/2022
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Mister Market Smiled On Fund Firms In May
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MFWire.com
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5/18/2022
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Under SEC Fire, a $120B-AUM Biz Will Sell
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MFWire.com
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5/3/2022
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Most Fund Firms Felt Mister Market's April Pain
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MFWire.com
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4/19/2022
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ProShares Three-Peats With $2.59B
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MFWire.com
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3/16/2022
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ProShares Repeats Atop Midsize Firms' Shrinking Inflows Pack
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MFWire.com
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3/3/2022
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Mister Market Is Hitting Fund Firms Harder In 2022, But ...
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MFWire.com
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2/16/2022
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41 Percent of Shrinking Inflows Go to These Firms
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MFWire.com
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1/31/2022
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Week In Preview, January 31 - February 6
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MFWire.com
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1/5/2022
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Victory, Virtus, Franklin, and Voya Each Seal Deals
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MFWire.com
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10/8/2021
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Four Big Fund Firms Wrap Up Deals
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MFWire.com
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8/4/2021
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An $11.4B-AUM Boutique Enters the ETF Biz
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MFWire.com
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5/6/2021
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Seitz Brings Two Senior Leaders to Russell
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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3/12/2021
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The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms
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MFWire.com
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3/1/2021
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Virtus Makes Three Board Changes
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MFWire.com
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2/2/2021
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Near Gotham, a $4.3B-AUM Fund Firm Sells
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MFWire.com
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7/7/2020
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Virtus Adopts a $23B-AUM U.S. Biz
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MFWire.com
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3/17/2020
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A Very Bad Monday
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MFWire.com
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3/9/2020
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Asset Managers Slip As the NYSE Circuit Breaker Trips
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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2/28/2020
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As Markets Swoon, Asset Managers Fall Nearly 12 Percent
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MFWire.com
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10/15/2019
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A Midwestern ETF Shop Retakes First
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MFWire.com
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8/6/2019
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A Rough Week? How About a Rough 12 Months?
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MFWire.com
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7/26/2019
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After Eight Years, a Virtus EVP Retires
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MFWire.com
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7/22/2019
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Week In Preview, July 22-28
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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12/19/2018
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Asset Managers Fall 31 Percent
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MFWire.com
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10/11/2018
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Bad Day? Asset Managers Are Having a Bad Year.
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MFWire.com
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9/12/2018
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An Institutional RidgeWorth Vet Leaves Virtus
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401kWire.com
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7/23/2018
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Week In Preview, July 23-29
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MFWire.com
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6/12/2018
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Driehaus' Weber Fills Out His Sales Team
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MFWire.com
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5/2/2018
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Is Virtus Taking an M&A Break?
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MFWire.com
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3/20/2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
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MFWire.com
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3/13/2018
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Natixis and Vanguard Win Active Praise
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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2/26/2018
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Week In Preview, February 26 - March 4
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MFWire.com
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9/1/2017
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New Fund Fuss - September 1, 2017
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MFWire.com
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8/15/2017
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Follow the Fundsters - August 15, 2017
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MFWire.com
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8/9/2017
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Filings for Fundsters - August 9, 2017
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MFWire.com
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7/31/2017
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Filings for Fundsters - July 31, 2017
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MFWire.com
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7/24/2017
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Filings for Fundsters - July 24, 2017
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MFWire.com
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6/29/2017
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The New Fund Fuss - June 29, 2017
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MFWire.com
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6/2/2017
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Filings for Fundsters - June 2, 2017
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MFWire.com
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5/12/2017
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Filings for Fundsters - May 12, 2017
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MFWire.com
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5/2/2017
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Three Fund Firm Mergers Near Their Finish Lines
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MFWire.com
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5/1/2017
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Eye for Earnings - May 1, 2017
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MFWire.com
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4/26/2017
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Filings for Fundsters - April 26, 2017
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MFWire.com
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3/24/2017
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Filings for Fundsters - March 24, 2017
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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3/20/2017
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Filings for Fundsters - March 20, 2017
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MFWire.com
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3/6/2017
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Filings for Fundsters - March 6, 2017
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MFWire.com
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1/30/2017
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Eye for Earnings - January 30, 2017
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MFWire.com
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1/27/2017
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Filings for Fundsters - January 27, 2017
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MFWire.com
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1/27/2017
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Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out
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MFWire.com
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1/26/2017
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The New Fund Fuss - January 26, 2017
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MFWire.com
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1/13/2017
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Mutual Fund Milestones - January 13, 2017
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MFWire.com
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12/22/2016
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Aylward's Transformational Deal
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MFWire.com
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12/16/2016
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The New Fund Fuss - December 16, 2016
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MFWire.com
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12/16/2016
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Virtus Buys a PE-Backed Multi-Boutique For $513MM
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MFWire.com
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12/14/2016
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Follow the Fundsters - December 14, 2016
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MFWire.com
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11/22/2016
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Filings for Fundsters - November 22, 2016
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MFWire.com
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11/11/2016
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Guggenheim Fills a New DC I-O Job
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401kWire.com
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11/10/2016
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Mister Market Smiles On Asset Managers After Trump's Big Win
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MFWire.com
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11/3/2016
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Filings for Fundsters - November 3, 2016
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MFWire.com
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10/28/2016
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Eye for Earnings - October 28, 2016
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MFWire.com
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10/5/2016
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Filings for Fundsters - October 5, 2016
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MFWire.com
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10/3/2016
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Filings for Fundsters - October 3, 2016
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MFWire.com
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9/29/2016
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Filings for Fundsters - September 29, 2016
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MFWire.com
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9/14/2016
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Filings for Fundsters - September 14, 2016
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MFWire.com
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9/9/2016
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Virtus Brings a Post-MPT Shop Into the ETF Biz
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MFWire.com
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9/8/2016
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Filings for Fundsters - September 8, 2016
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MFWire.com
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8/16/2016
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Filings For Fundsters - August 16, 2016
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MFWire.com
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8/3/2016
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Eye for Earnings -- August 3, 2016
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MFWire.com
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7/29/2016
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Eye for Earnings -- July 29, 2016
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MFWire.com
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4/27/2016
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A Dozen Fund Firms Win in Gotham
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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3/9/2016
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Ouch, Virtus: Even Subadvised Fundsters Can Get Burned By Stars
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MFWire.com
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1/4/2016
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Mr. Market Smiles On Two Fund Firms As the Dow Tumbles
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MFWire.com
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11/16/2015
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Virtus Settles With the SEC
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MFWire.com
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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MFWire.com
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5/12/2015
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Post-F-Squared, Are Things Looking Up For Virtus?
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MFWire.com
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5/11/2015
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F-Squared's Out: Virtus Switches Subadvisors
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MFWire.com
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5/4/2015
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How Much Is F-Squared Worth?
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MFWire.com
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4/30/2015
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Mandinach Brings a Fellow UBS Vet Back to Virtus
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MFWire.com
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4/30/2015
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Will PE Help F-Squared Get Back On Its Feet?
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MFWire.com
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4/23/2015
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The Most Underpaid Fundster CEO Is Not Who You Think
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MFWire.com
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3/31/2015
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The SEC Keeps Quiet as the F-Squared Fallout Keeps Spreading
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MFWire.com
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3/27/2015
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And the Winners Are ... Empower, Vanguard, and Many More
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MFWire.com
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3/25/2015
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F-Squared's Ex-Chief Fires Back, Demands a Jury Trial
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MFWire.com
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3/23/2015
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F-Squared Makes "an Unavoidable and Substantial" Staff Cut
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MFWire.com
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3/3/2015
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More Lawyers Circle Virtus
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MFWire.com
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2/25/2015
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Virtus Faces Class-Action Flak Over F-Squared
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MFWire.com
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2/10/2015
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What Does the F-Squared Scandal Mean For Virtus?
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MFWire.com
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1/27/2015
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Virtus Buys an ETF Platform
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MFWire.com
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1/27/2015
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The F-Squared Saga Reverberates Through B-Ds
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MFWire.com
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12/22/2014
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F-Squared Settles; Present Doesn't
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MFWire.com
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12/18/2014
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Can This New VP Throw a Lasso Around Virtus' Investor Education Efforts?
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MFWire.com
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9/3/2014
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SEC Sends F-Squared a Wells Notice
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MFWire.com
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11/4/2013
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M* Awards More Medals
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MFWire.com
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10/29/2013
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Virtus Teams Up With an Alt Advisor
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MFWire.com
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10/11/2013
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AUM Roundup: Invesco, Legg, AllianceBernstein, Virtus and Franklin
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MFWire.com
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9/12/2013
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Virtus Pulls Trigger on Secondary Offering
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MFWire.com
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9/11/2013
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Virtus Has a Bold Plan Behind its $175 MM Secondary Offering
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MFWire.com
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9/9/2013
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A Connecticut Firm Looks to Raise $175MM
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MFWire.com
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8/8/2013
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Virtus Adjusts a Fund's Dividend Schedule
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MFWire.com
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8/6/2013
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Three Things To Know About Virtus
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MFWire.com
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7/10/2013
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Virtus Reports Q2 AUM Perkiness
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MFWire.com
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6/10/2013
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Virtus Replaces a Sub-Advisor
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MFWire.com
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3/13/2013
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Four-Fifths of Top EM Funds Shut New Investors Out
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MFWire.com
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2/20/2013
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A Star Prognosticator Dies
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MFWire.com
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2/19/2013
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Bloomberg Compares Divergent Paths of Artio and Virtus
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MFWire.com
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1/10/2013
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Virtus Makes a Move Towards the Emerald Isle
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MFWire.com
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1/3/2013
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M* Crowns PMs from Pimco and T. Rowe
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MFWire.com
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1/3/2013
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2013 Might Be the Year of the Asset Manager … But Not For Everyone
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MFWire.com
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12/27/2012
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M* Unveils 38 Fundster Medalists
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MFWire.com
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12/17/2012
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Artisan Lands Two Nominations for the Same Award
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MFWire.com
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10/18/2012
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The Virtus-Rampart Deal is Done
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MFWire.com
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10/9/2012
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Virtus' AUM Gets a Boost
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MFWire.com
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10/8/2012
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Stork & Reaper for October 8, 2012
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MFWire.com
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9/5/2012
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Virtus Buys an RIA
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MFWire.com
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8/10/2012
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Stork and Reaper for August 10, 2012
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MFWire.com
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8/3/2012
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Stork and Reaper for August 3, 2012
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MFWire.com
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7/9/2012
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Virtus Added A Billion-Plus AUM in Q2
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MFWire.com
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7/6/2012
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Virtus ETF Wins Ink as Top Performer
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MFWire.com
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