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Virtus Seix Tax-exempt Bond Fund Class I (HXBIX)

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9.99 -0.01 -0.10%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.62M

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HXBIX Overview

On this page you'll find an in-depth profile of Virtus Seix Tax-exempt Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HXBIX among other information.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States

Phone +1 8002431574

Web www.virtus.com

Top Executives

Name	Title	Since	Until
Phillip Hooks	-	2024	Now
Biography	Phillip Hooks is a portfolio manager and research analyst for tax-exempt portfolios at Seix Investment Advisors, an affiliated manager of Virtus Investment Partners. He is responsible for setting credit policy and exposure limits, performing credit analysis on current and prospective holdings, and making relative value investment recommendations for issuers in the municipal bond market. Before joining Seix's predecessor firm in 2009, Mr. Hooks worked as a municipal analyst for Evergreen Investment Management Company where he served as the lead analyst for several mutual funds. Mr. Hooks earned a B.S. in Finance from the University of Florida, holds the Chartered Financial Analyst(r) (CFA(r)) designation, and is a member of the CFA Society of Orlando. He began his career in the investment industry in 2005.
Dusty Self	Managing Director, Head of Tax-Exempt, Sr PM	2022	Now
Biography	Dusty is a managing director and Head of Tax-Exempt. In this capacity, Dusty is responsible for strategic oversight of the investment grade tax-exempt strategies and a member of the Seix Investment Policy Group. Dusty was promoted to portfolio manager in 2008. Prior to becoming a portfolio manager, Dusty worked as a portfolio specialist and then a performance analyst. Prior to beginning her career in investment management with Seix's predecessor firm, she worked for Barnett Bank in the Commercial Loans division. Dusty received a B.S. in Business Management from the University of Maryland and is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Lisa H. Leonard	Portfolio Manager	2012	2024
Biography	Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management. Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a number of municipal bond portfolios, including the Virtus Newfleet Tax-Exempt Bond Fund, high-net-worth portfolios for Newfleet, and institutional portfolios for an affiliated manager, Duff & Phelps Investment Management Co. She is also on the management team of DTF Tax-Free Income, Inc., a closed-end fund, for affiliated manager Duff & Phelps Investment Management Co. Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993). Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.
Timothy M. Heaney	Senior Portfolio Manager	2012	2022
Biography	Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management. Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including the Virtus Newfleet Tax-Exempt Bond Fund, high-net-worth portfolios for Newfleet, as well as institutional portfolios and the DTF Tax-Free Income, Inc., a closed-end fund, for affiliated manager Duff & Phelps Investment Management Co. Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994. Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 1990.
John D. Boritzke	Lead Portfolio Manager	2012	2012
Biography	John is Head of Fixed Income for BMO Asset Management U.S., where he provides guidance and leadership to the fixed income team. He is Co-Manager of the BMO Intermediate Tax-Free Strategy which includes responsibility for the BMO Intermediate Tax-Free Fund and separate accounts. He joined M&I Investment Management Corp., now a part of BMO Asset Management U.S. in 1983.
Duane McAllister	-	2012	2012
Biography	Mr. McAllister is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 37 years of experience managing fixed income portfolios and since 1990 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. McAllister was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies.
Michael Janik	Director	2010	2012
Biography	Michael Janik, CFA. Mr. Janik joined Harris in 2005 and serves as Director and Senior Credit Analyst, specializing in municipal bonds. Prior to joining the firm, he was a research analyst focusing on the bond market. He has 23 years of investment experience.
George W. Selby	Principal	1998	2012
Biography	Selby serves as principal and portfolio manager with Harris Investment Management, his employer since September 1998. Previously, he served as executive director of municipal bond sales for a brokerage firm. Selby is a Certified Public Accountant.
Laura D. Alter	senior partner and Portfolio Manager	2006	2010
Biography	Alter serves as senior partner and portfolio manager with Harris Investment Management, her employer since September 1994. Previously, she was a vice president and portfolio manager with Van Kampen Merritt Investment Advisory Corporation from August 1987 to September 1994. Prior to that, she was a research associate with the Federal Reserve Bank of Chicago.
Kimberly J. Keywell	-	2005	2009
Biography	Keywell joined HIM in 1995, prior to that she served as an Associate Portfolio Manager for the trust department of a large banking institution. She has 12 years of investment management experience.

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