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Virtus Kar Equity Income Fund Class I (0P00009X9T)
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21.680
+0.030
+0.14%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 12.54M
Virtus Rampart Enhanced Core Equity Fund Class I
21.680
+0.030
+0.14%
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0P00009X9T Overview
On this page you'll find an in-depth profile of Virtus Kar Equity Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00009X9T 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 |
|---|---|---|---|
| Richard Sherry | Research Analyst | 2020 | Now |
| Biography | Richard Sherry, CFA is a Portfolio Manager and a Senior Research Analyst with primary responsibilities for the large-capitalization communication services, energy, financials, real estate, and utilities sectors. Mr. Sherry joined Kayne Anderson Rudnick in 1995 as a Marketing Analyst before becoming a Research Analyst. He began his career in equity research in 1998. Before joining our organization, Mr. Sherry worked as Operations/Marketing Supervisor at Pilgrim Asset Management. He earned a B.A. in Economics from the University of California, Los Angeles, and an MBA from the University of Southern California. Mr. Sherry is a CFA charterholder and a member of the CFA Society of Los Angeles, Inc. | ||
| Warun Kumar | Portfolio Manager | 2016 | 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. | ||
| 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. | ||
| Brendan R. Finneran | Portfolio Manager | 2014 | 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 | 2014 | 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. | ||
| Robert Y. Wang | Chief Operating Officer - Head of Portfolio Management | 2013 | 2014 |
| Biography | Robert Wang Chief Operating Officer - Head of Portfolio Management • Responsible for oversight of ongoing business operations as well as portfolio management. • Formerly head of Quantitative Strategies Portfolio Management for Deutsche Asset Management’s Quantitative Strategies Group and senior fixed income portfolio manager from 1995 – 2010. Prior to joining Deutsche Asset Management, he spent 13 years at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products. • Education: BS from The Wharton School, University of Pennsylvania. | ||
| Russell Shtern, CFA | SVP Portfolio Manager | 2013 | 2014 |
| Biography | Russell Shtern is a portfolio manager with the machine intelligence team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at Franklin Templeton, managing smart beta and active multi-factor equity strategies. Prior to that, Russell worked at QS Investors (a Legg Mason affiliate) as head of equity portfolio management and trading. Previously, he was a lead portfolio manager with the diversification based investing equity and tax managed equity strategies at Deutsche AM Quantitative Strategies group. Russell earned a BBA with honors in finance and a minor in economics from Pace University. He is a CFA® Charterholder. | ||
| Carlton Neel | Senior Managing Director | 2009 | 2013 |
| Biography | Carlton Neel is a Senior Managing Director and Portfolio Manager of Euclid (since September 2011) and a Senior Vice President of Zweig Advisers, LLC ("ZA"). For the period from July 2002 until April 2003, Mr. Neel was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. Previously, he was senior portfolio manager for a number of the former Zweig mutual funds. Before joining Zweig in 1995, Mr. Neel was a vice president with J.P. Morgan & Company, Inc. He received a dual B.A. in economics and political science from Brown University. | ||
| David Dickerson | Managing Director | 2009 | 2013 |
| Biography | David Dickerson is a Managing Director of Euclid Advisors LLC and a Senior Vice President of Zweig Advisers, LLC ("ZA"). From July 2002 until April 2003, Mr. Dickerson was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. Previously, he was co-portfolio manager for a number of the former Zweig mutual funds. Mr. Dickerson began his investment career with Zweig in 1993. Mr. Dickerson received a B.A. in psychology from Harvard University and a M.B.A. in finance and economics from the Stern School of Business, New York University. | ||
| Steven L. Colton | Senior Vice President | 1997 | 2009 |
| Biography | Colton is a senior vice president and senior portfolio manager of Phoenix (since June 2006) and was senior vice president and senior portfolio manager of Engemann Asset Management (Engemann), an affiliate of Phoenix (January 2005 to October 2006). Prior to joining Engemann, he was managing director, senior portfolio manager of Phoenix (1997-2005). | ||
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