Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. is an indirect, wholly owned subsidiary of Virtus Investment Partners, Inc., headquartered in Hartford, Connecticut. The firm operates as a registered investment adviser within Virtus's multi-boutique structure, managing a wide array of investment products for institutional and individual clients globally, including mutual funds, ETFs, and separate accounts. Virtus was originally founded in 1988, and across all affiliates, has approximately 500-1000 employees, serving a diverse clientele of individuals, institutions, and intermediaries.
Investment Strategy
Virtus Investment Advisers employs a multi-boutique model, leveraging the expertise and independence of a range of investment managers while providing centralized distribution and support. Their approach spans domestic and international equities, fixed income, multi-asset, and alternative strategies, managed through styles including fundamental, quantitative, and thematic. The firm aims to deliver differentiated, high-quality investment solutions, addressing a wide range of client preferences and market environments. Virtus emphasizes consistent performance, risk management, and growth through new products, expanded capabilities, and addition of new managers.
Top Holdings
Equity Positions (435)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | 0.74% | $2.2M | 10,006 | $152.79 | $218.63 | +$976.2K |
O OCCI | OFS CREDIT COMPANY INC | 0.74% | $2.2M | 350,238 | $6.12 | $6.23 | -$223.2K |
V VST | VISTRA CORP | 0.72% | $2.1M | 10,943 | $121.27 | $193.81 | +$1.0M |
R RCL | ROYAL CARIBBEAN GROUP | 0.69% | $2.0M | 6,539 | $224.91 | $313.14 | +$947.1K |
I INCY | INCYTE CORP | 0.69% | $2.0M | 29,844 | $61.90 | $68.10 | +$549.2K |