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Virtus Emerging Markets Opportunities Fund Institutional Class (0P00003818)
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27.990
-0.500
-1.76%
28/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 79.07M
AllianzGI Emerging Markets Opportunities Fund Inst
27.990
-0.500
-1.76%
- Overview
- Profile
- Historical Data
- Holdings
Virtus Emerging Markets Opportunities Fund Institutional Class Overview
On this page you'll find an in-depth profile of Virtus Emerging Markets Opportunities Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003818 among other information.
Investment Strategy
The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in securities of companies that are tied economically to countries with emerging securities markets-that is, countries with securities markets that are, in the opinion of the portfolio managers, less sophisticated than more developed markets in terms of participation by investors, analyst coverage, liquidity and/or regulation.
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 |
|---|---|---|---|
| Lu Yu | Managing Director, Portfolio Manager | 2010 | Now |
| Biography | Ms. Yu is a portfolio manager and a managing director with Allianz Global Investors, which she joined in 2003. She has portfolio-management and research responsibilities for the Systematic team. Ms. Yu has 18 years of investment-industry experience. She was previously a risk analyst for Provident Advisors LLC. Ms. Yu has a B.S. from Nanjing University, China, and an M.S. from the University of Southern California and the National University of Singapore. She is a CFA charterholder and was formerly president of the CFA Society San Diego. | ||
| Kunal Ghosh | Senior Portfolio Manager | 2007 | Now |
| Biography | Mr. Ghosh is a portfolio manager and a managing director with Allianz Global Investors, which he joined in 2006. He is head of the Systematic team. Mr. Ghosh has 17 years of investment-industry experience. He was previously a research associate and portfolio manager for Barclays Global Investors, where he built and implemented models for portfolio management. Before that, Mr. Ghosh was a quantitative analyst for the Cayuga Hedge Fund. He has a B.Tech. from the Indian Institute of Technology, an M.S. in material engineering from the University of British Columbia and an M.B.A. from Cornell University. | ||
| Steven A. Tael | Portfolio Manager | 2007 | 2010 |
| Biography | Mr. Tael is a portfolio manager and a vice president with Allianz Global Investors, which he joined in 2005. He has portfolio-management and research responsibilities with the Systematic team. Mr. Tael was previously a senior research analyst at Mellon Capital Management, where he built quantitative models and managed products and portfolios. Before that, Mr. Tael co-developed a real-time global portfolio risk-reporting system for Bank of America and was director of information technologies at AffiniCorp USA. He has a B.S. and an M.A. from University of California, Santa Barbara, and a Ph.D. in applied mathematics and statistics from Stony Brook University, The State University of New York. Mr. Tael is a CFA charterholder. | ||
| Vincent Willyard | Head | 2006 | 2007 |
| Biography | Vincent Willyard is the Head of Global ex-US Growth equities team within Growth Investors. He is also responsible for managing the Global ex-US All Cap Growth, Global ex-US Small Cap Growth and European Growth strategies. Vincent joined UBS Global Asset Management in July 2007. Prior to this role, he worked at Nicholas-Applegate Capital Management where he led the International Growth team. Vincent was the lead portfolio manager on the International All Cap Growth and International Small Cap Growth strategies. His team also managed Emerging Market and Pacific Rim strategies. Vincent was previously the lead portfolio manager of Duncan-Hurst Capital Management’s (DHCM) International All Cap Growth and International Small Cap Growth strategies. Vincent and his team developed these strategies at DHCM. Vincent is a member of the CFA Institute | ||
| Joseph Devine | Senior Vice President | 2005 | 2007 |
| Biography | Joseph Devine, Senior Vice President, Chief Investment Officer - Global Ex-US Equity, joined Macquarie Investment Management (MIM) in March 2016 as head of the Global Ex-US Equity team. Previously, he worked at UBS Asset Management from July 2007 to February 2016, first as senior portfolio manager and then as head of the Global ex-US Growth Equities team. Prior to UBS, Devine worked at Nicholas-Applegate Capital Management from July 2005 to July 2007 as lead portfolio manager for the Emerging Markets and Pacific Rim portfolios of the International Growth team. Prior to that, he was an Asian equity analyst at Duncan-Hurst Capital Management. Devine was also responsible for the firm's Global Emerging Markets portfolio. He previously held trading positions at Peregrine Investment Holdings in the Philippines and Singapore, and at Credit Suisse First Boston in Hong Kong and Singapore. Devine earned a bachelor's degree at the University of Southern California and an MBA at the Marshall School of Business at the University of Southern California. | ||
| Horacio A. Valeiras | CIO (Chief Investment Officer) | 2005 | 2006 |
| Biography | Horacio serves as chief executive officer and as a portfolio manager on our global and international strategies. He founded HAV Capital LLC in 2012. He served as Chief Investment Officer of Nicholas-Applegate, responsible for all investment, trading and risk functions. He also managed international equity portfolios and asset allocation accounts. He was a member of the firm’s Executive Committee and was responsible for launching the Allianz Centre for Behavioral Finance. Prior to 2002, he was responsible for asset allocation, international equities and global equities at Miller Anderson and Sherrerd and Morgan Stanley Investment Management. He started his investment career at First Boston Corporation as a technology equity analyst and non-US investment strategist. Horacio holds an M.B.A from the University of California, Berkeley, and an M.S. in Chemical Engineering from the Massachusetts Institute of Technology. He holds a B.S. in Chemical Engineering from Virginia Tech. He is a member of CFA Institute and serves on numerous boards, including The Virginia Tech Board of Visitors and The Association of Governing Boards of Universities and Colleges. | ||
| Jason Campbell | Portfolio Manager and Analyst | 2004 | 2006 |
| Biography | Jason is a portfolio manager for Nuveen's equities team. He has managed international equity investment portfolios, specifically the EAFE + Canada segment since April 2009 and the ACWI ex U.S.A. segment since February 2012. Prior to joining the firm in 2005, Jason served as an analyst and portfolio manager at Nicholas Applegate focusing on international equity covering international developed markets (Europe, Japan, Asia, and Canada) and Asia and Latin America in the emerging markets. Jason graduated with a B.A. in Latin American Studies and an M.A. in Latin American Studies with an emphasis in Economics from San Diego State University. | ||
| Rebecca K. Hagstrom | Portfolio Manager | 2005 | 2005 |
| Biography | Hagstrom is a portfolio manager with Nicholas-Applegate Capital Management, her employer since August 2000. Previously, she was an investment analyst with Prudential Asset Management. | ||
| Andrew Beal | Portfolio Manager | 2004 | 2005 |
| Biography | ANDREW BEAL, DIRECTOR. Portfolio Manager. Joined Deutsche Asset & Wealth Management in 2014. Before joining the Henderson Pan Asian team in August 2005, Beal was most recently lead portfolio manager, Emerging Markets and Pacific Rim for Nicholas Applegate Capital Management in San Diego. He was responsible for the PIMCO NACM Pacific Rim Fund, which won Best Fund over 3 Years, Pacific Region in the 2005 Lipper Fund awards. Prior to Nicholas Applegate, Beal spent 10 years at Schroder Investment Management managing Asian equities. BSc in Economics and Politics from University of Bath. | ||
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