|
All our 23,130 stories are here...Call 212-331-8995 to add to the pile
|
Get MFWire Alerts
|
|
|
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.
|
|
Virtus Investment Partners Inc
|
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
|
|
Background:
|
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)
|
|
|
|
Sponsored Opportunities
|
|
Key People:
|
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 |
|
|
|
Story Archive for Virtus Investment Partners Inc
|
|
Published On
|
|
Story Headline
|
Publication |
|
6/15/2022
|
|
ProShares Leads a Shrinking Midsize Winners List
|
MFWire.com
|
|
6/2/2022
|
|
Mister Market Smiled On Fund Firms In May
|
MFWire.com
|
|
5/18/2022
|
|
Under SEC Fire, a $120B-AUM Biz Will Sell
|
MFWire.com
|
|
5/3/2022
|
|
Most Fund Firms Felt Mister Market's April Pain
|
MFWire.com
|
|
4/19/2022
|
|
ProShares Three-Peats With $2.59B
|
MFWire.com
|
|
3/16/2022
|
|
ProShares Repeats Atop Midsize Firms' Shrinking Inflows Pack
|
MFWire.com
|
|
3/3/2022
|
|
Mister Market Is Hitting Fund Firms Harder In 2022, But ...
|
MFWire.com
|
|
2/16/2022
|
|
41 Percent of Shrinking Inflows Go to These Firms
|
MFWire.com
|
|
1/31/2022
|
|
Week In Preview, January 31 - February 6
|
MFWire.com
|
|
1/5/2022
|
|
Victory, Virtus, Franklin, and Voya Each Seal Deals
|
MFWire.com
|
|
10/8/2021
|
|
Four Big Fund Firms Wrap Up Deals
|
MFWire.com
|
|
8/4/2021
|
|
An $11.4B-AUM Boutique Enters the ETF Biz
|
MFWire.com
|
|
5/6/2021
|
|
Seitz Brings Two Senior Leaders to Russell
|
MFWire.com
|
|
3/12/2021
|
|
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
|
MFWire.com
|
|
3/12/2021
|
|
The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms
|
MFWire.com
|
|
3/1/2021
|
|
Virtus Makes Three Board Changes
|
MFWire.com
|
|
2/2/2021
|
|
Near Gotham, a $4.3B-AUM Fund Firm Sells
|
MFWire.com
|
|
7/7/2020
|
|
Virtus Adopts a $23B-AUM U.S. Biz
|
MFWire.com
|
|
3/17/2020
|
|
A Very Bad Monday
|
MFWire.com
|
|
3/9/2020
|
|
Asset Managers Slip As the NYSE Circuit Breaker Trips
|
MFWire.com
|
|
3/6/2020
|
|
170 Fundsters Gather As 92 Fund Firms Win Big
|
MFWire.com
|
|
2/28/2020
|
|
As Markets Swoon, Asset Managers Fall Nearly 12 Percent
|
MFWire.com
|
|
10/15/2019
|
|
A Midwestern ETF Shop Retakes First
|
MFWire.com
|
|
8/6/2019
|
|
A Rough Week? How About a Rough 12 Months?
|
MFWire.com
|
|
7/26/2019
|
|
After Eight Years, a Virtus EVP Retires
|
MFWire.com
|
|
7/22/2019
|
|
Week In Preview, July 22-28
|
MFWire.com
|
|
3/8/2019
|
|
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
|
MFWire.com
|
|
12/19/2018
|
|
Asset Managers Fall 31 Percent
|
MFWire.com
|
|
10/11/2018
|
|
Bad Day? Asset Managers Are Having a Bad Year.
|
MFWire.com
|
|
9/12/2018
|
|
An Institutional RidgeWorth Vet Leaves Virtus
|
401kWire.com
|
|
7/23/2018
|
|
Week In Preview, July 23-29
|
MFWire.com
|
|
6/12/2018
|
|
Driehaus' Weber Fills Out His Sales Team
|
MFWire.com
|
|
5/2/2018
|
|
Is Virtus Taking an M&A Break?
|
MFWire.com
|
|
3/20/2018
|
|
T. Rowe, Fido, and PrimeCap Lead This Pack
|
MFWire.com
|
|
3/13/2018
|
|
Natixis and Vanguard Win Active Praise
|
MFWire.com
|
|
2/28/2018
|
|
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
|
MFWire.com
|
|
2/26/2018
|
|
Week In Preview, February 26 - March 4
|
MFWire.com
|
|
9/1/2017
|
|
New Fund Fuss - September 1, 2017
|
MFWire.com
|
|
8/15/2017
|
|
Follow the Fundsters - August 15, 2017
|
MFWire.com
|
|
8/9/2017
|
|
Filings for Fundsters - August 9, 2017
|
MFWire.com
|
|
7/31/2017
|
|
Filings for Fundsters - July 31, 2017
|
MFWire.com
|
|
7/24/2017
|
|
Filings for Fundsters - July 24, 2017
|
MFWire.com
|
|
6/29/2017
|
|
The New Fund Fuss - June 29, 2017
|
MFWire.com
|
|
6/2/2017
|
|
Filings for Fundsters - June 2, 2017
|
MFWire.com
|
|
5/12/2017
|
|
Filings for Fundsters - May 12, 2017
|
MFWire.com
|
|
5/2/2017
|
|
Three Fund Firm Mergers Near Their Finish Lines
|
MFWire.com
|
|
5/1/2017
|
|
Eye for Earnings - May 1, 2017
|
MFWire.com
|
|
4/26/2017
|
|
Filings for Fundsters - April 26, 2017
|
MFWire.com
|
|
3/24/2017
|
|
Filings for Fundsters - March 24, 2017
|
MFWire.com
|
|
3/24/2017
|
|
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
|
MFWire.com
|
|
3/20/2017
|
|
Filings for Fundsters - March 20, 2017
|
MFWire.com
|
|
3/6/2017
|
|
Filings for Fundsters - March 6, 2017
|
MFWire.com
|
|
1/30/2017
|
|
Eye for Earnings - January 30, 2017
|
MFWire.com
|
|
1/27/2017
|
|
Filings for Fundsters - January 27, 2017
|
MFWire.com
|
|
1/27/2017
|
|
Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out
|
MFWire.com
|
|
1/26/2017
|
|
The New Fund Fuss - January 26, 2017
|
MFWire.com
|
|
1/13/2017
|
|
Mutual Fund Milestones - January 13, 2017
|
MFWire.com
|
|
12/22/2016
|
|
Aylward's Transformational Deal
|
MFWire.com
|
|
12/16/2016
|
|
The New Fund Fuss - December 16, 2016
|
MFWire.com
|
|
12/16/2016
|
|
Virtus Buys a PE-Backed Multi-Boutique For $513MM
|
MFWire.com
|
|
12/14/2016
|
|
Follow the Fundsters - December 14, 2016
|
MFWire.com
|
|
11/22/2016
|
|
Filings for Fundsters - November 22, 2016
|
MFWire.com
|
|
11/11/2016
|
|
Guggenheim Fills a New DC I-O Job
|
401kWire.com
|
|
11/10/2016
|
|
Mister Market Smiles On Asset Managers After Trump's Big Win
|
MFWire.com
|
|
11/3/2016
|
|
Filings for Fundsters - November 3, 2016
|
MFWire.com
|
|
10/28/2016
|
|
Eye for Earnings - October 28, 2016
|
MFWire.com
|
|
10/5/2016
|
|
Filings for Fundsters - October 5, 2016
|
MFWire.com
|
|
10/3/2016
|
|
Filings for Fundsters - October 3, 2016
|
MFWire.com
|
|
9/29/2016
|
|
Filings for Fundsters - September 29, 2016
|
MFWire.com
|
|
9/14/2016
|
|
Filings for Fundsters - September 14, 2016
|
MFWire.com
|
|
9/9/2016
|
|
Virtus Brings a Post-MPT Shop Into the ETF Biz
|
MFWire.com
|
|
9/8/2016
|
|
Filings for Fundsters - September 8, 2016
|
MFWire.com
|
|
8/16/2016
|
|
Filings For Fundsters - August 16, 2016
|
MFWire.com
|
|
8/3/2016
|
|
Eye for Earnings -- August 3, 2016
|
MFWire.com
|
|
7/29/2016
|
|
Eye for Earnings -- July 29, 2016
|
MFWire.com
|
|
4/27/2016
|
|
A Dozen Fund Firms Win in Gotham
|
MFWire.com
|
|
3/23/2016
|
|
101 Fund Families Win in Gotham
|
MFWire.com
|
|
3/9/2016
|
|
Ouch, Virtus: Even Subadvised Fundsters Can Get Burned By Stars
|
MFWire.com
|
|
1/4/2016
|
|
Mr. Market Smiles On Two Fund Firms As the Dow Tumbles
|
MFWire.com
|
|
11/16/2015
|
|
Virtus Settles With the SEC
|
MFWire.com
|
|
8/11/2015
|
|
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
|
MFWire.com
|
|
5/12/2015
|
|
Post-F-Squared, Are Things Looking Up For Virtus?
|
MFWire.com
|
|
5/11/2015
|
|
F-Squared's Out: Virtus Switches Subadvisors
|
MFWire.com
|
|
5/4/2015
|
|
How Much Is F-Squared Worth?
|
MFWire.com
|
|
4/30/2015
|
|
Mandinach Brings a Fellow UBS Vet Back to Virtus
|
MFWire.com
|
|
4/30/2015
|
|
Will PE Help F-Squared Get Back On Its Feet?
|
MFWire.com
|
|
4/23/2015
|
|
The Most Underpaid Fundster CEO Is Not Who You Think
|
MFWire.com
|
|
3/31/2015
|
|
The SEC Keeps Quiet as the F-Squared Fallout Keeps Spreading
|
MFWire.com
|
|
3/27/2015
|
|
And the Winners Are ... Empower, Vanguard, and Many More
|
MFWire.com
|
|
3/25/2015
|
|
F-Squared's Ex-Chief Fires Back, Demands a Jury Trial
|
MFWire.com
|
|
3/23/2015
|
|
F-Squared Makes "an Unavoidable and Substantial" Staff Cut
|
MFWire.com
|
|
3/3/2015
|
|
More Lawyers Circle Virtus
|
MFWire.com
|
|
2/25/2015
|
|
Virtus Faces Class-Action Flak Over F-Squared
|
MFWire.com
|
|
2/10/2015
|
|
What Does the F-Squared Scandal Mean For Virtus?
|
MFWire.com
|
|
1/27/2015
|
|
Virtus Buys an ETF Platform
|
MFWire.com
|
|
1/27/2015
|
|
The F-Squared Saga Reverberates Through B-Ds
|
MFWire.com
|
|
12/22/2014
|
|
F-Squared Settles; Present Doesn't
|
MFWire.com
|
|
12/18/2014
|
|
Can This New VP Throw a Lasso Around Virtus' Investor Education Efforts?
|
MFWire.com
|
|
9/3/2014
|
|
SEC Sends F-Squared a Wells Notice
|
MFWire.com
|
|
11/4/2013
|
|
M* Awards More Medals
|
MFWire.com
|
|
10/29/2013
|
|
Virtus Teams Up With an Alt Advisor
|
MFWire.com
|
|
10/11/2013
|
|
AUM Roundup: Invesco, Legg, AllianceBernstein, Virtus and Franklin
|
MFWire.com
|
|
9/12/2013
|
|
Virtus Pulls Trigger on Secondary Offering
|
MFWire.com
|
|
9/11/2013
|
|
Virtus Has a Bold Plan Behind its $175 MM Secondary Offering
|
MFWire.com
|
|
9/9/2013
|
|
A Connecticut Firm Looks to Raise $175MM
|
MFWire.com
|
|
8/8/2013
|
|
Virtus Adjusts a Fund's Dividend Schedule
|
MFWire.com
|
|
8/6/2013
|
|
Three Things To Know About Virtus
|
MFWire.com
|
|
7/10/2013
|
|
Virtus Reports Q2 AUM Perkiness
|
MFWire.com
|
|
6/10/2013
|
|
Virtus Replaces a Sub-Advisor
|
MFWire.com
|
|
3/13/2013
|
|
Four-Fifths of Top EM Funds Shut New Investors Out
|
MFWire.com
|
|
2/20/2013
|
|
A Star Prognosticator Dies
|
MFWire.com
|
|
2/19/2013
|
|
Bloomberg Compares Divergent Paths of Artio and Virtus
|
MFWire.com
|
|
1/10/2013
|
|
Virtus Makes a Move Towards the Emerald Isle
|
MFWire.com
|
|
1/3/2013
|
|
M* Crowns PMs from Pimco and T. Rowe
|
MFWire.com
|
|
1/3/2013
|
|
2013 Might Be the Year of the Asset Manager … But Not For Everyone
|
MFWire.com
|
|
12/27/2012
|
|
M* Unveils 38 Fundster Medalists
|
MFWire.com
|
|
12/17/2012
|
|
Artisan Lands Two Nominations for the Same Award
|
MFWire.com
|
|
10/18/2012
|
|
The Virtus-Rampart Deal is Done
|
MFWire.com
|
|
10/9/2012
|
|
Virtus' AUM Gets a Boost
|
MFWire.com
|
|
10/8/2012
|
|
Stork & Reaper for October 8, 2012
|
MFWire.com
|
|
9/5/2012
|
|
Virtus Buys an RIA
|
MFWire.com
|
|
8/10/2012
|
|
Stork and Reaper for August 10, 2012
|
MFWire.com
|
|
8/3/2012
|
|
Stork and Reaper for August 3, 2012
|
MFWire.com
|
|
7/9/2012
|
|
Virtus Added A Billion-Plus AUM in Q2
|
MFWire.com
|
|
7/6/2012
|
|
Virtus ETF Wins Ink as Top Performer
|
MFWire.com
|
|
6/20/2012
|
|
Waltman Expands Virtus' Lineup By Five
|
MFWire.com
|
|
6/5/2012
|
|
PMs From DoubleLine and Pimco Land on a New List
|
MFWire.com
|
|
5/2/2012
|
|
Fund Sales Lift Virtus to a New Record
|
MFWire.com
|
|
11/29/2011
|
|
Virtus is Hiring
|
MFWire.com
|
|
11/4/2011
|
|
TheStreet Smites Virtus
|
MFWire.com
|
|
10/5/2011
|
|
Virtus and Rice Win the WSJ's Praise
|
MFWire.com
|
|
7/18/2011
|
|
The NYTimes Pits Virtus Against Vice
|
MFWire.com
|
|
6/3/2011
|
|
Virtus Forms a New Fleet
|
MFWire.com
|
|
2/22/2011
|
|
Virtus Debuts its Ad Campaign
|
MFWire.com
|
|
2/14/2011
|
|
Virtus Outsources Transfer Agency
|
MFWire.com
|
|
2/8/2011
|
|
WSJ Goes Apartment-Hunting With a Mutual Fund
|
MFWire.com
|
|
12/6/2010
|
|
Virtus Fund Board Reverses Itself on the Fate of a Mid-Cap Fund
|
MFWire.com
|
|
11/2/2010
|
|
Virtus Nets Record Inflows
|
MFWire.com
|
|
9/20/2010
|
|
Virtus Teams Up with a Londoner
|
MFWire.com
|
|
9/17/2010
|
|
Virtus' Terranova Works on a Book
|
MFWire.com
|
|
8/3/2010
|
|
Virtus Keeps Flows Positive
|
MFWire.com
|
|
7/12/2010
|
|
Jefferies Opens its First Mutual Fund
|
MFWire.com
|
|
5/25/2010
|
|
Virtus Retail Distribution EVP Moves On
|
MFWire.com
|
|
5/25/2010
|
|
Virtus Picks a New Bond Fund Sub-Advisor
|
MFWire.com
|
|
5/24/2010
|
|
Virtus Funds 'New Sales Head Hails from UBS
|
MFWire.com
|
|
5/4/2010
|
|
Virtus' Net Flows Increase by a Third
|
MFWire.com
|
|
4/30/2010
|
|
Virtus Looks to Raise Up to $100 Million, But Not Now
|
MFWire.com
|
|
4/19/2010
|
|
A Key Exec is Leaving Virtus
|
MFWire.com
|
|
12/4/2009
|
|
DWS Plans to Ax B Shares
|
MFWire.com
|
|
11/4/2009
|
|
Virtus Posts Higher Operating Income
|
MFWire.com
|
|
|
|
|
Raw XML
