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Virtus Kar Small-cap Growth Series Class A Shares (PSGAX)

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21.960 +0.250    +1.15%
23/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 60.65M
Virtus KAR Small-Cap Growth Series Class A Shares 21.960 +0.250 +1.15%

PSGAX Overview

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

Small Growth

Total Assets

60.65M

Expenses

1.14%

Inception Date

Aug 12, 2002

Contact Information

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

Top Executives

Name Title Since Until
Todd Beiley Portfolio Manager 2010 Now
Biography Todd Beiley, CFA is Head of Research, Portfolio Manager, and Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (insurance industry) & information technology sectors. As Head of Research, Mr. Beiley leads our research process and oversees the firm’s team of equity research analysts. Mr. Beiley began his equity research career in 1999. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an MBA from the University of Southern California. Mr. Beiley is a CFA charterholder.
Jon K Christensen Portfolio Manager 2010 Now
Biography Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder.
Robert A. Schwarzkopf Portfolio Manager 2010 2013
Biography Schwarzkopf is a portfolio manager with Kayne Anderson Investment Management, his employer since 1991. Before joining Kayne, he was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. Schwarzkopf has approximately 25 years of investment industry experience. Schwarzkopf holds the Chartered Financial Analyst designation.
David H. Burshtan Vice President 2008 2010
Biography David H. Burshtan, CFA, Managing Director, joined the firm in 2002. David is a Portfolio Manager for the Growth Equity Group. Prior to joining the firm, David held portfolio manager and analyst positions at Northern Trust, Scudder-Kemper Investments, and Texas Commerce Bank. He began his investment career in 1988 as an analyst at Rotan Mosle. David earned a BA from Brown University an MBA from the University of Chicago. He has been awarded the Chartered Financial Analyst designation.
Jill Greenwald Managing Director 2005 2010
Biography Jill Greenwald, CFA has been employed by the Manager since 2004. She became a portfolio manager, a Senior Vice President, and a Senior Analyst in 2010. She served as a Vice President and an Analyst from 2007 to 2010. Jill first joined Alger in 1986 and returned to Alger in 2001. She began her career in Alger's analyst program, rising from Research Associate to Senior Analyst. She joined Prudential Equity Investors in 1992 where she was a Director. In 1993, she joined Chase Asset Management where she rose from Analyst to Managing Director and Senior Portfolio Manager of Chase Vista Small Cap Equity Fund and Co-Manager of Chase Vista Small Cap Opportunities Fund. She joined J&W Seligman & Co. as a Senior Vice President, Investment Officer and Co-Manager of Seligman Emerging Growth in 1999. Jill graduated with a B.A. from Yale University and earned her M.B.A. at New York University. Jill is a CFA charterholder and a member of the CFA Institute.
Tucker M. Walsh Head of the Small Company Growth Team & Portfolio Manager 2002 2005
Biography Tucker Walsh, Head of Team, Portfolio Manager and Analyst is lead portfolio manager for the U.S. Small Company Growth strategy and a member of the investment team at Polen Capital. He joined Polen Capital in 2017 after spending ten years as CEO and Head of Portfolio Management at Copper Rock Capital Partners and nine years as Managing Director and Head of the Small Cap Growth Team at State Street Research. He also spent seven years working in research for Cowen & Co., Merrill Lynch & Co., Cowen Asset Management and Chilton Investment Company. Mr. Walsh received a B.A. in Economics from Washington and Lee University.
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