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Virtus Vontobel Global Opportunities Fund Class I (0P0000WUBN)
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16.510
+0.170
+1.04%
07/03 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 88.55M
Virtus Vontobel Global Opportunities Fund Class I
16.510
+0.170
+1.04%
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0P0000WUBN Overview
On this page you'll find an in-depth profile of Virtus Vontobel Global Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000WUBN 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 |
|---|---|---|---|
| Ramiz Chelat | Managing Director, Portfolio Manager, Senior Research Analyst | 2016 | Now |
| Biography | "Ramiz Chelat has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in July 2007 as a Senior Research Analyst. In 2016, he expanded his role becoming Portfolio Manager on the firm’s Global Equity strategy and, in 2021, he started managing the firm’s Emerging Markets Equity strategy. In addition to his portfolio management responsibilities, Ramiz Chelat continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Consumer Discretionary, Consumer Staples and Communication Services sectors. Prior to joining Vontobel Asset Management, from 2004 to 2007, he was Head of Consumer and Media Research at Macquarie Hong Kong and an Analyst at Macquarie Australia from 2000 to 2004. Prior to that, from 1999 to 2000, he was a Financial Analyst at Optus. He began his career in the financial sector in 1997 at Ernst & Young where he was a Senior Accountant until 1999. Ramiz received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. In addition, Ramiz Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. He is a CFA charterholder. " | ||
| Matthew Benkendorf | CIO (Chief Investment Officer) | 2009 | Now |
| Biography | "Matthew Benkendorf has been Chief Investment Officer of Vontobel’s Quality Growth Boutique since March 2016 and was a co-architect of Vontobel’s quality growth philosophy and style. He joined Vontobel Asset Management in 1999 in trade support and was promoted to Trader in 2000. He became a Research Analyst in 2002 and moved into portfolio management in 2006 on the firm’s European Equity strategy. Since 2008, he has further developed his responsibilities and, in turn, became Portfolio Manager on the Global, US, International, and Emerging Markets Equity strategies. | ||
| Rajiv Jain | Chairman | 2009 | 2016 |
| Biography | Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as a portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer and Chief Investment Officer and Head of Equities at Vontobel Asset Management. Prior to that, he was an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. | ||
| Steven L. Colton | Senior Vice President | 2003 | 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). | ||
| Annie Locke | Primary Support | 2008 | 2009 |
| Biography | Annie joined New Star in 2003 gaining broad industry knowledge before joining the fund of funds team as a junior analyst. In August 2005, she joined the European equity team and took on certain sector research responsibilities. Annie is a CFA Charterholder and moved into the role of Primary Support to Richard Lewis on the European desk in January 2008. | ||
| Brendan O. Bradley | Executive Vice President, Chief Investment Officer | 2005 | 2009 |
| Biography | Brendan joined Acadian in 2004 and is the firm’s Chief Investment Officer. Brendan previously served as Director of Portfolio Management, overseeing portfolio management policy, and also as the Director of Acadian’s Managed Volatility strategies. Brendan is a member of several oversight committees at Acadian, including the Board of Managers, Executive Management Team, Executive Committee, and Responsible Investing Committee. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. | ||
| Raymond F. Mui | Senior Vice President | 2005 | 2009 |
| Biography | Raymond joined Acadian in July 1991. He is responsible for the development of investment strategies for both the developed and emerging equity markets, most notably in strategies that involve shorting. He is also the head of the Performance and Attribution Group. Prior to joining Acadian, Raymond served as a member of the senior technical staff at Hughes Aircraft. | ||
| Ian J. Beattie | N/A | 2005 | 2009 |
| Biography | Ian joined the firm in 1996. He began his career at Royal Insurance as an Asian equity fund manager and also ran a Balanced Fund. Ian became Head of Asia in 1997 and Co-Chief Investment Officer in April 2009. Ian holds a B.Sc., Economics, from City University and holds the ASIP qualification from the CFA institute UK. | ||
| Michal Bartek | Portfolio Manager | 2005 | 2008 |
| Biography | Bartek is an investment manager of New Star, his employer since 1999. Prior to joining the firm, he was an equity analyst first with NatWest Markets from 1995 to 1997, and then with Robert Fleming Securities from 1997 to 1999. Bartek holds the Chartered Financial Analyst designation. | ||
| Dong Hao Zhang | Vice President, Portfolio Manager | 2005 | 2006 |
| Biography | Zhang is a vice president and portfolio manager with Engemann Asset Management, his employer since 2005. Prior to joining the firm, he was managing director and portfolio manager of Phoenix since 1997. Between 1993 and 1997, he worked as a senior research analyst for Benham Management. | ||
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