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Virtus Strategic Allocation Fund Class A (PHBLX)
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13.59
0.00
0.00%
24/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 382.23M
Virtus Strategic Allocation A
13.59
0.00
0.00%
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PHBLX Overview
On this page you'll find an in-depth profile of Virtus Strategic Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PHBLX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephen H. Hooker | Director | 2017 | Now |
| Biography | Stephen H. Hooker, CFA is the Director of Foreign Research, sector manager for emerging markets debt and a member of the corporate credit research group at Newfleet (since 2011). He is responsible for the paper and packaging and chemicals industry sectors, and the Eastern Europe, Middle East, and Africa sovereign credit sector. From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Goodwin for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. Mr. Hooker earned a B.A. in psychology from Trinity College. He has held the Chartered Financial Analyst designation since 1999. He began his career in the investment industry in 1993. | ||
| Douglas Foreman | CIO (Chief Investment Officer) | 2016 | Now |
| Biography | Doug Foreman, CFA , is CIO, playing a leadership role in Kayne’s equity investment operations. Before joining Kayne in 2011, he was director of equities at HighMark Capital Management (2009 to 2011). Prior to HighMark, Mr. Foreman was retired for two years (2007 to 2008) and was group managing director and chief investment officer of U.S. equities at Trust Company of the West (TCW)(1994 – 2006). He earned a B.S. in marine engineering from The U.S. Naval Academy and an M.B.A. with a concentration in finance from Harvard University. Mr. Foreman is a CFA holder. | ||
| Frederick A. Brimberg | Senior Managing Director | 2012 | Now |
| Biography | Mr. Brimberg is Senior Managing Director and International Equity Portfolio Manager at Duff & Phelps (since August 2016). Prior to joining an affiliate of Virtus in 2012, he was senior vice president and international portfolio manager at Avatar Associates (2006 to 2012), where he started the international strategy in 2006. Earlier, he was vice president and portfolio manager at ING Investment Management and its predecessor Lexington Management, with a focus on global equity investing. Mr. Brimberg’s career spans 30-plus years in investment management, trading, and capital markets, with positions at Brimberg & Co., and Lehman Brothers. Mr. Brimberg earned a B.A. in psychology from Washington & Lee University and an M.B.A. in finance from New York University. He is a member of the New York Society of Security Analysts and sits on the Bank of New York ADR committee. | ||
| David L. Albrycht | CIO (Chief Investment Officer) | 2012 | Now |
| Biography | David L. Albrycht, CFA. Mr. Albrycht is Chief Investment Officer – Multi-Sector Fixed Income Strategies at Newfleet (since June 2011). Until June 2011, he was Executive Managing Director (2008 to 2011) and Vice President (2005 to 2008), Fixed Income, of Goodwin Capital Advisers, Inc. (“Goodwin”). Previously, he was associated with VIA, at which time it was an affiliate of Goodwin. He managed fixed income portfolios for Goodwin affiliates since 1991. | ||
| Christopher J. Kelleher | Senior Portfolio Manager | 2012 | 2017 |
| Biography | Christopher Kelleher is a Managing Director and Senior Portfolio Manager at Newfleet Asset Management LLC. Mr. Kelleher has more than two dozens of investment experience in all bond market sectors, including both publicly traded and private placements. Prior to joining Newfleet in 2012, Mr. Kelleher had been retired from Goodwin Capital Advisers where he was senior managing director and senior portfolio manager from 1997 through January 2010. From 1983 through 1997, he was an investment officer with Phoenix Life Insurance Company. | ||
| David Dickerson | Managing Director | 2009 | 2016 |
| 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. | ||
| Carlton Neel | Senior Managing Director | 2009 | 2016 |
| 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. | ||
| Robert L. Bishop | CIO (Chief Investment Officer) | 2009 | 2012 |
| Biography | Robert L. Bishop, CFA. Mr. Bishop is Chief Investment Officer—Core Plus Fixed Income Strategies (since 2008; previously Portfolio Manager (2005-2008)) at Newfleet Asset Management, LLC and also has portfolio management responsibility for investment grade corporate bonds and credit derivatives. Prior to joining Newfleet in 2002, he was responsible for restructuring corporate pension funds at Salomon Brothers; quantitative portfolio design at Goldman Sachs; and was a director in the credit sales area of Merrill Lynch. | ||
| Kaushik Saha | Portfolio Manager | 2009 | 2012 |
| Biography | Saha is portfolio manager at SCM Advisors focused primarily on mortgage and asset-backed securities. Prior to joining SCM Advisors in 2008, he was Portfolio manager and senior ABS analyst for Barclays Global Investors (2004-2008). | ||
| Maxwell E. Bublitz | CEO | 2009 | 2011 |
| Biography | Bublitz serves as chief executive officer, president and portfolio manager with Conseco Capital Management, his employer since 1987. Bublitz is a Chartered Financial Analyst. | ||
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