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Virtus Kar Capital Growth Series Class A Shares (0P00003BPC)

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36.880 +0.150    +0.41%
30/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 247.2M
Virtus KAR Capital Growth Series Class A Shares 36.880 +0.150 +0.41%

0P00003BPC Overview

 
On this page you'll find an in-depth profile of Virtus Kar Capital Growth Series Class A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P00003BPC among other information.
Category

Large Growth

Total Assets

247.2M

Expenses

1.03%

Inception Date

Dec 31, 1982

Contact Information

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

Top Executives

Name Title Since Until
Noran Eid Portfolio Manager & Sr. Reseearch Analyst 2023 Now
Biography Noran Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for large-cap portfolios in the consumer discretionary, information technology, and healthcare sectors. She began her career in equity research in 2012. Before joining Kayne Anderson Rudnick in 2018, Ms. Eid was an investment analyst with Sands Capital Management. Ms. Eid earned her B.S. in engineering from the American University in Cairo and her MBA from the Wharton School, University of Pennsylvania.
Chris Armbruster Portfolio Manager + Senior Research Analyst 2020 Now
Biography Chris Armbruster, CFA is a Portfolio Manager & Senior Research Analyst with primary research responsibilities for the mid and large-capitalization communications services, consumer discretionary, health-care, and information technology sectors. He began his equity research career in 2005. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an Associate Analyst covering Special Situations and at Al Frank Asset Management as a Vice President in Equity Research. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a CFA charterholder and is a member of the CFA Society of Los Angeles, Inc.
Douglas Foreman Director 2011 2024
Biography Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder.
Gregory Toppe Portfolio Manager and Senior Research Analyst 2011 2015
Biography Gregory Toppe, CFA. Mr. Toppe is a Portfolio Manager and Senior Research Analyst at Kayne, with primary research responsibilities for the small and mid-capitalization materials and processing, producer durables, and technology sectors. Before joining Kayne in 2008, he was an equity analyst at Mt. Eden Investment Advisors (2006 to 2008). Prior to that, he was a research analyst and portfolio specialist at Fisher Investments (2000 to 2004) and earned an MBA from the University of Wisconsin (2004 to 2006).
Doug S. Couden Director of Equities 2010 2011
Biography Doug Couden is the Chief Investment Officer (CIO) of BakerAvenue Asset Management. Doug is responsible for managing the portfolio team, leading the firm’s investment and research process and overall performance of the strategies. Previously Doug worked as the Director of Equities at Newfleet Asset Management LLC and Seneca Capital Management LLC in San Francisco. Before moving to San Francisco, Doug worked at PaineWebber and UBS in New York. Doug graduated from SMU with a B.A. in Finance. He is a CFA charterholder and a member of the CFA Society of San Francisco.
Daniel J. Fletcher Managing Director 2009 2010
Biography Daniel Fletcher, CFA, Senior Portfolio Manager Equity. Joined DWS in 2017 with twenty-four years of industry experience. Prior to joining, he worked in portfolio management and equity research at Neuberger Berman, with a focus on technology, media and telecommunications companies. Before that, he worked as a telecommunications services analyst and in equity research management at Lehman Brothers. Previously, he served in investment research and execution functions at The Batavia Group and as a structured finance analyst at Deloitte & Touche. Portfolio Manager and Analyst for US Equities: New York. BA in Communications from William Paterson University; MBA in Finance from Rutgers Graduate School of Management.
Daniel H. Rosenblatt Managing Director 2009 2010
Biography Daniel Rosenblatt is a Managing Director and Portfolio Manager on the Large Cap Disciplined Growth team. He joined the firm in 1990. He began his investment career in 1981 as an Industry Analyst at Warburg Pincus and later at Merrill Lynch where he followed semiconductor equipment and small-cap semiconductor companies. Daniel received a BA from Yale University.
John J. Barker Managing Director 2009 2010
Biography John J. Barker, Managing Director, joined the firm in 1994. John is a Senior Portfolio Manager on the Large Cap Disciplined Growth team. Previously, John was an equity research analyst following healthcare, technology, and aerospace companies at Wall Street firms including Martin Simpson and Co. where he worked in research and research sales roles. Prior to beginning his investment career John spent three years as a financial analyst at Morgan Stanley and Co. and four years as an audit supervisor at Main Hurdman and Co., CPAs. John received his BBA in Financial Accounting and Economics from Iona College.
Lawrence K. Fisher Managing Director 2009 2010
Biography Lawrence K. Fisher, Managing Director, joined the firm in 1998. Larry is a Portfolio Manager on the Large Cap Disciplined Growth Equity team. Prior to joining the firm, he served as a securities analyst at Salomon Brothers as well as Sanford C. Bernstein. He was also a management consultant at Chem Systems. Larry earned a BS from Rutgers University and an MBA from New York University.
C. Thomas Johnson Senior Partner, Head 2008 2009
Biography C. Thomas Johnson is a Senior Partner and the Head of U.S. Equities at Harris Investment Management, Inc. All 38 years of his career have been spent with the Harris organization. Mr. Johnson’s responsibilities include overseeing the US Equity Portfolio Management and Relationship Management teams. After graduating from Earlham College with a BA in Mathematics, Mr. Johnson completed his MBA in Finance at Indiana University. Additionally, Mr. Johnson holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago.
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