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Virtus Duff & Phelps Water Fund Class A (AWTAX)

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21.68 -0.25    -1.14%
12/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 226.14M
AllianzGI Global Water A 21.68 -0.25 -1.14%

AWTAX Overview

 
On this page you'll find an in-depth profile of Virtus Duff & Phelps Water Fund Class A. Learn about the key management, total assets, investment strategy and contact information of AWTAX among other information.
Category

Natural Resources

Total Assets

226.14M

Expenses

1.22%

Inception Date

39538

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Nicholas Holmes Portfolio Manager and Senior Research Analyst 2023 Now
Biography Nicholas Holmes is a portfolio manager and senior research analyst for the Duff & Phelps Water Strategy. His research focuses on supply, quality, and efficiency in the water sector. He joined Duff & Phelps in 2023, began his investment career in 2010 and has been actively following the water sector since 2015. Previously, he was a portfolio manager at TortoiseEcofin, where he managed a sustainable global water strategy and was the lead analyst on water-specific private placement transactions in the energy sector. Mr. Holmes holds a B.A. in political science from Yale University and an M.B.A. from the University of Kansas. In addition, he is a CFA charterholder.
DAVID D Grumhaus Managing Director 2022 Now
Biography Please note this portfolio manager is registered at Morningstar under the Firm's credentials.
Evan Lang Portfolio Manager & Senior RA 2022 2024
Biography Evan Lang is a portfolio manager and senior research analyst for the Duff & Phelps Water Strategy. His research focuses on supply, quality, and efficiency in the water sector. He joined Duff & Phelps in 2022 and has been actively following the water sector since he started his investment industry career. Previously, he was a portfolio manager at TortoiseEcofin, where he managed a sustainable global water strategy. He also built a water universe that eventually evolved into an index that launched a global water ESG ETF. Mr. Lang holds a B.B.A. in finance and entrepreneurial management from Texas Christian University’s Neeley School of Business and John V. Roach Honors College. In addition, he is a CFA charterholder.
Andreas Fruschki Lead Portfolio Manager 2008 2022
Biography Mr. Fruschki, CFA, is the lead portfolio manager and Director of Equity Research – Europe with Allianz Global Investors, which he joined in 2005. Mr. Fruschki previously held various legal positions in Berlin and also worked as a consultant in the corporate-finance practice at PricewaterhouseCoopers in Hamburg, Germany. He has an M.B.A., focused on investment management, from the University of Western Sydney. Mr. Fruschki also has a law degree from Humboldt University, Berlin, and passed his judicial bar exam in 2004.
Alina Donets Portfolio Manager 2018 2020
Biography Alina Donets is a portfolio manager in LOIM’s Global Equities division. Alina joined Lombard Odier Investment Managers (LOIM) in November 2020 and has been managing sustainability portfolios for 7 years. Previously, she worked at Allianz Global Investors as a portfolio manager from 2017 until 2020. She co-manages the AllianzGI Global Water Fund; and, as a member of the Equity Research team, she covers the industrials sector. She was also a portfolio manager in Bank Audi. Prior to this, Alina worked at Pictet AM as an investment manager on thematic funds, Pictet Water from 2013 to 2016 and as a supporting investment manager, Pictet Global Environmental Opportunities from 2014 to 2016. Alina began her career as a graduate trainee at Pictet AM in 2012. She has an M.Sc. with honors in International business from HEC (France) with a B.Sc. with honors in business studies from Cass Business School (London). In addition to passing the CFA examinations, she has been awarded the ESG CFA certificate, the CFA Institute Investment FoundationsTM certificate as well as the IMC certificate (Units I and II).
Vipin Ahuja Portfolio Manager 2010 2012
Biography Vipin Ahuja is a senior analyst in clean technology and the lead portfolio manager of the Global Ecotrends strategy. Based in London, he is responsible for stock picking and portfolio construction of all RCM’s Ecotrends portfolios. Vipin joined RCM in November 2009 already having 14 years of investment experience, most recently at Credit Suisse Asset Management, where he ran their Future Energy Fund, Global Energy Fund and was co-manager of the Global Resources Fund. Prior to this, he was an energy specialist and energy analyst at HSBC, Dresdner Kleinwort (with postings in London, New York and
Bozena Jankowska Portfolio manager 2008 2010
Biography Bozena Jankowska is Head of the Sustainability Research Team. She is based in London and is the lead Fund Manager for the Allianz RCM Global Ecotrends Fund.Before joining RCM in 2000, Bozena worked for the construction firm John Laing Plc as their Business and Environment Adviser, developing and implementing corporate sustainability policy and strategy. She graduated from the University of Sussex with a BSc (Hons) in Environmental Science and gained an MSc in Environmental Technology with Distinction, from Imperial College of Science, Technology and Medicine, specialising in Business and Environment. Bozena obtained her Investment Management Certificate in July 2001. She has managed the Allianz RCM Global EcoTrends Fund since February 2008.
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