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Annalei Davis

Annalei Davis

Research Analyst at Morgan Stanley

New York, NY, US

Annalei Davis is an Associate in Equity Research at Morgan Stanley, focusing on detailed investment analysis and coverage of specific sectors within the equity market. She provides research on select companies as part of the firm's research team, though direct performance metrics or firm-specific rankings are not publicly available. Davis began her career as an associate at Morgan Stanley, and available profiles indicate her specialization is in equity research rather than direct portfolio management. Professional credentials or securities licenses such as FINRA registration are not disclosed in public records.

Annalei Davis's questions to VIRTUS INVESTMENT PARTNERS (VRTS) leadership

Question · Q3 2024

Annalei Davis, on behalf of Mike Cyprys, asked about Virtus's strategy for inorganic growth, including M&A conversations and evaluation criteria, and also inquired about capital allocation towards seeding new products.

Answer

President and CEO George Aylward stated that for M&A, the company focuses on adding new capabilities, particularly in less correlated asset classes and private markets. He emphasized that M&A is not required for growth, with strong organic opportunities in retail separate accounts, ETFs, and global funds. Regarding new products, Aylward confirmed a very active development agenda focused on ETFs, global funds, and CITs, aligning with areas where the firm sees the most significant growth.

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