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The Merger Fund® Class A (MERFX)

US Funds

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18.14 +0.10 +0.55%

18/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 420.22M

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MERFX Overview

On this page you'll find an in-depth profile of The Merger Fund® Class A. Learn about the key management, total assets, investment strategy and contact information of MERFX among other information.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States

Phone +1 8002431574

Web www.virtus.com

Top Executives

Name	Title	Since	Until
Roy D. Behren	Co-President	2007	Now
Biography	Roy Behren is co-president and co-chief investment officer at Westchester Capital Management, LLC, and an investment management affiliate of Virtus Investment Partners. Mr. Behren is also a co-portfolio manager at Westchester and its affiliate, Westchester Capital Partners, LLC. Mr. Behren was named managing partner of Westchester in 2010, having held the role of chief compliance officer from September 2002 through June 2010. He joined Westchester in 1994 from the U.S. Securities and Exchange Commission’s New York Regional Office, where he worked as an enforcement attorney for seven years. He also served as a member of Redback Networks’ board of directors and its audit committee from 2004 through 2006. Mr. Behren earned a B.S. in economics at The Wharton School, a J.D. from the University of Miami Law School, and an LL.M. in corporate law from the New York University School of Law. He began working in the investment industry in 1987.
Michael T. Shannon	Co-President	2007	Now
Biography	Michael Shannon is co-president and co-chief investment officer at Westchester Capital Management, LLC, and an investment management affiliate of Virtus Investment Partners. Mr. Shannon is also a co-portfolio manager at Westchester and its affiliate Westchester Capital Partners, LLC. He is a member of Westchester’s investment committee. Mr. Shannon joined Westchester in 1996 from J.P. Morgan, where he worked in the firm's corporate finance, mergers & acquisitions, and equity research departments for eight years. He held the role of director of research at Westchester for nine years and then rejoined the firm in 2006 after two years as senior vice president in charge of mergers and special situations at D.E. Shaw & Co. Mr. Shannon earned a B.S. in finance from Boston College. He is a Chartered Financial Analyst® (CFA®) charter holder and a member of the New York Society of Security Analysts and the CFA Institute. He began working in the investment industry in 1988.
Frederick W. Green	President	1989	2011
Biography	Frederick W. Green has over 35 years’ experience in the investment business. After five years with Kidder, Peabody & Co. as a portfolio strategist in the firm’s research department, Fred joined Goldman, Sachs & Co., where he was Senior Portfolio Strategist and a member of the Investment Policy Committee. In 1980 he left Goldman and formed Westchester Capital Management, Inc. (“WCM”), a registered investment adviser. In 1989 WCM launched The Merger Fund, the first mutual fund devoted exclusively to investing in companies involved in publicly announced mergers, takeovers and other corporate reorganizations. Fred was President and co-portfolio manager of The Merger Fund® and was co-portfolio manager for the Dunham Monthly Distribution Fund. He was also President and co-portfolio manager of The Merger Fund VL. He was also President of Green & Smith Investment Management LLC. A graduate of Princeton University, Fred is a member of the New York Society of Security Analysts and the CFA Institute.
Bonnie L. Smith	Vice President	1989	2007
Biography	Smith was Vice President at Westchester Capital Management from March 1986 to December 2010, specializing in merger arbitrage. She was also a partner at Green & Smith Investment Management LLC.

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