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Virtus Fort Trend Fund Class A (VAPAX)
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12.87
0.00
0%
12/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 74.52M
Virtus Equity Trend A
12.87
0.00
0%
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VAPAX Overview
On this page you'll find an in-depth profile of Virtus Fort Trend Fund Class A. Learn about the key management, total assets, investment strategy and contact information of VAPAX among other information.
Contact Information
Address
Greenfield, MA, 01301
Greenfield,MA 01301
United States
Greenfield,MA 01301
United States
Phone
+1 8002431574
Web
www.virtus.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sumit Kumar | Portfolio Manager | 2023 | Now |
| Biography | umit Kumar is a Portfolio Manager, a Managing Director since 2017 and the senior member of the Office of the Chief Investment Officer since 2018 at FORT. Mr. Kumar helps manage equity market neutral program at FORT, which he helped establish in 2008. He assists the founders in evaluating new strategies, increases the robustness of the infrastructure used to evaluate the work of the research team, and assists other departmental leaders in the development of firm infrastructure to implement new strategies. Prior to this role Mr. Kumar was the Chief Technology Officer, overseeing FORT’s IT infrastructure, actively designing and developing real-time securities trading and data analysis solutions, and overseeing the software development team. Prior to joining FORT in 2004, Mr. Kumar worked as a systems engineer at AT&T Labs. Mr. Kumar received an MS in industrial and management engineering from Montana State University, Bozeman and a Bachelor of Technology degree in industrial engineering from the Indian Institute of Technology, Kharagpur. | ||
| Sanjiv Kumar | Principal | 2020 | Now |
| Biography | Sanjiv Kumar has been a principal of FORT since its inception in 1993. Between 1987 and 1992 he was a Senior Manager of Investment at the World Bank. During his tenure at the World Bank, Mr. Kumar managed large fixed income portfolios in all the major currencies. At the time of his departure, Mr. Kumar was responsible for investing a multi-billion dollar portfolio in US and Canadian dollar securities. From 1985 to 1986, Mr. Kumar was a Vice-President with Free Market, Inc. | ||
| Yves Balcer | Principal | 2020 | 2023 |
| Biography | Yves Balcer has been a principal of fort since its founding in 1993. He was formerly a Senior Manager of Investment at the World Bank, where he worked from August 1985 until August 1987, and again between May 1988 and December 1992. During his last two years at the World Bank, Mr. Balcer directed the research and implementation of system-based trading strategies in global bond markets. Prior to that, he served as Senior Manager position. | ||
| Brendan R. Finneran | Portfolio Manager | 2016 | 2020 |
| Biography | Brendan Finneran is a portfolio manager at Rampart Investment Management Company, an investment management affiliate of Virtus Investment Partners. Mr. Finneran’s responsibilities with Rampart include investment strategy, product development, and portfolio management for the firm’s high-net-worth, institutional, and mutual fund clients. Prior to joining Rampart in 2008, Mr. Finneran was a trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management (processing and settlement) for all equity, option, bond, bank debt, CDS, and swap trades. Prior to entering the financial industry, he held sales positions at Cone Jacquards and was an account manager at Robert Fleming. Mr. Finneran received a B.A. in organizational behavior and management from Brown University. He is a member of the Market Technicians Association and holds the Chartered Market Technician® (CMT) designation. He began his career in the investment industry in 2003. | ||
| Robert F. Hofeman | Portfolio Manager | 2016 | 2020 |
| Biography | Robert Hofeman is a portfolio manager at Rampart Investment Management Company, an investment management affiliate of Virtus Investment Partners. Mr. Hofeman’s responsibilities with Rampart include investment strategy, product development, and portfolio management for the firm’s high-net-worth, institutional, and mutual fund clients. Prior to joining Rampart in 2012, Mr. Hofeman was an equity trading consultant for Linedata (2010-2012), director and senior equity trader at Evergreen Investments (2007-2009), and equity trader at Ironwood Investment Management, LLC (2002-2007). Mr. Hofeman earned a B.S. in computer science from Boston College and an M.B.A. from Emory University. He is a member of the Boston Securities Traders Association (BSTA) since 2003, serving on its board of directors from 2008 to 2015, and as its president in 2014. He began his career in the investment industry in 2002. | ||
| Michael J Davis | Portfolio Manager | 2016 | 2020 |
| Biography | Michael Davis is a portfolio manager at Rampart Investment Management Company, an investment management affiliate of Virtus Investment Partners. Mr. Davis’ responsibilities with Rampart include investment strategy, product development, and portfolio management for the firm’s high-net-worth, institutional, and mutual fund clients. Mr. Davis has over 15 years of experience in the financial services industry, including investment management and capital markets. Prior to joining Virtus in 2014, he was a founding partner of Varick Asset Management, an independent alternative manager focused on the development of innovative portfolio solutions and investment strategies. Before forming Varick, Mr. Davis worked in the institutional asset management division of Barclays Capital, focused on quantitative and derivative-based investment strategies. Prior to Barclays, he worked in the derivative structuring group at Lehman Brothers. Mr. Davis started his career at Merrill Lynch in the asset-backed finance business. Mr. Davis earned a B.A. in psychology from Georgetown University, and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He began his career in the financial services industry in 1999. | ||
| Warun Kumar | Portfolio Manager | 2015 | 2020 |
| Biography | Warun Kumar is chief investment officer of Rampart Investment Management, a Virtus affiliate specializing in option strategies. Prior to joining Virtus in 2014, Mr. Kumar was a managing partner at Varick Asset Management, an alternative investment firm, where he developed derivative-based active and passive investment strategies. Prior to forming Varick in 2010, he was the head of the Americas division of Barclays Capital Fund Solutions, which managed derivative-based strategies for institutional clients and third-party funds. Mr. Kumar’s role at Barclays evolved from his previous role at Lehman Brothers (which was acquired by Barclays), where he led the structured investments team that designed and built derivative-based products for individual and institutional investors. Mr. Kumar began managing derivative investment portfolios in 2001 at Volaris Advisors, a derivative advisory firm, where, as a partner and head of the investment team, he developed and managed option trading strategies. From 2002 to 2007, he was a managing partner at Sigma Advisors, an investment consulting firm he founded, which was focused on portfolio construction and asset allocation strategies for institutional clients. Mr. Kumar began his career in the capital markets, working for J.P. Morgan’s equity derivatives business (1993-1999) where he focused on concentrated stock hedging and monetization transactions, before moving to Robertson Stephens (1999-2001) where he was head of equity derivatives marketing. Mr. Kumar earned a B.S. in mechanical engineering from Columbia University. He began his career in the investment industry in 1993. | ||
| Amy Robinson | Financial Analyst | 2010 | 2016 |
| Biography | Amy Robinson. Ms. Robinson is Managing Director of Euclid (since September 2011) and leads Euclid’s equity trading function. She also served in the role for VIA from 1992 to 2011. In this role, Ms. Robinson is responsible for all trading activities of investment portfolios and mutual funds; she also manages strategic operational initiatives for the firm. As Co-Portfolio Manager of the Series, she is responsible for monitor the Series’ assets and rebalancing assets to maintain target allocations. Ms. Robinson has 35 years of investment experience and is a former president of the Security Traders Association of Connecticut. | ||
| Alexey Panchekha | Senior Vice President | 2014 | 2015 |
| Biography | Mr. Panchekha is a Senior Vice President of the firm and is a member of F-Squared’s Investment Committee. Previously, Mr. Panchekha was a Head of Research at Markov Processes International. Prior to Markov, he was a part of the Portfolio Analytics team at Bloomberg where he led a team responsible for the multi-asset class portfolio risk system and was also a member of the Portfolio Analytics Research team. Mr. Panchekha has extensive expertise in designing high performance software technology for financial application, which he applied at Bloomberg, Goldman Sachs and several other firms. He also has wide scientific research experience that has been focused on non-linear phenomena in semiconductors, in oceans and in brain activity under complex cognitive tasks. Mr. Panchekha is fluent in multiple computer and web programming languages, software and database programs. Mr. Panchekha holds a Doctor of Philosophy (Ph.D.) in Physics and Mathematics, Kharkov Politechnical University in Kharkov, Ukraine. He was awarded the Chartered Financial Analyst designation in 2006. | ||
| Howard B. Present | President | 2010 | 2014 |
| Biography | Howard Present is the President of F-Squared Institutional Advisors, LLC. Prior to F-Squared, he was Founder and President of Helicon Partners LLC, a boutique management firm specializing in new business development within the financial services industry. Previously, he was Managing Director at Evergreen Investments, running global product management and strategy for the firm leading to the successful multi-billion dollar business launch into closed end funds, and was business owner of the Alternative Investments, Managed Accounts, and 529 businesses. | ||
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