Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⚔ Trade war-resistant stocks: Our screener found these winners
See Stocks
54.24
-0.65
-1.18%
18/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 253.13M
Virtus Mid-Cap Growth A
54.24
-0.65
-1.18%
- Overview
- Profile
- Historical Data
- Holdings
Virtus Kar Mid-cap Growth Fund Class A Overview
On this page you'll find an in-depth profile of Virtus Kar Mid-cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PHSKX among other information.
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
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 |
|---|---|---|---|
| Noran Eid | Portfolio Manager & Sr. Reseearch Analyst | 2023 | Now |
| Biography | Noran Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for large-cap portfolios in the consumer discretionary, information technology, and healthcare sectors. She began her career in equity research in 2012. Before joining Kayne Anderson Rudnick in 2018, Ms. Eid was an investment analyst with Sands Capital Management. Ms. Eid earned her B.S. in engineering from the American University in Cairo and her MBA from the Wharton School, University of Pennsylvania. | ||
| Chris Armbruster | Portfolio Manager + Senior Research Analyst | 2020 | Now |
| Biography | Chris Armbruster, CFA is a Portfolio Manager & Senior Research Analyst with primary research responsibilities for the mid and large-capitalization communications services, consumer discretionary, health-care, and information technology sectors. He began his equity research career in 2005. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an Associate Analyst covering Special Situations and at Al Frank Asset Management as a Vice President in Equity Research. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a CFA charterholder and is a member of the CFA Society of Los Angeles, Inc. | ||
| Douglas Foreman | Director | 2012 | 2024 |
| Biography | Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder. | ||
| Gregory Toppe | Portfolio Manager and Senior Research Analyst | 2012 | 2015 |
| Biography | Gregory Toppe, CFA. Mr. Toppe is a Portfolio Manager and Senior Research Analyst at Kayne, with primary research responsibilities for the small and mid-capitalization materials and processing, producer durables, and technology sectors. Before joining Kayne in 2008, he was an equity analyst at Mt. Eden Investment Advisors (2006 to 2008). Prior to that, he was a research analyst and portfolio specialist at Fisher Investments (2000 to 2004) and earned an MBA from the University of Wisconsin (2004 to 2006). | ||
| Thomas P. Lettenberger | Portfolio Manager | 2008 | 2012 |
| Biography | Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago. | ||
| Daniel L. Sido | Senior Partner | 2006 | 2012 |
| Biography | Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University. | ||
| T. Andrew Janes | Partner | 2006 | 2012 |
| Biography | Andrew Janes is a partner and portfolio manager for Harris Investment Management. He has over 13 years in portfolio management, investment research and trust administration experience. Andrew joined the Harris from an Ohio bank where he was a fund manager and senior portfolio manager. Andrew received his undergraduate degree in economics from Ohio State University and his J.D. from Capital University of Law in Columbus. | ||
| C. Thomas Johnson | Senior Partner, Head | 2008 | 2009 |
| Biography | C. Thomas Johnson is a Senior Partner and the Head of U.S. Equities at Harris Investment Management, Inc. All 38 years of his career have been spent with the Harris organization. Mr. Johnson’s responsibilities include overseeing the US Equity Portfolio Management and Relationship Management teams. After graduating from Earlham College with a BA in Mathematics, Mr. Johnson completed his MBA in Finance at Indiana University. Additionally, Mr. Johnson holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago. | ||
| Mark Wimer | Senior Portfolio Manager | 2006 | 2008 |
| Biography | Mark Wimer, CFA, Senior Portfolio Manager, joined Strategic Global Advisors, LLC in 2008. His responsibilities include day-to-day management of portfolios as well as quantitative and fundamental research. Mr. Wimer has over twenty years of investment experience, most recently as a portfolio manager for several quantitatively-driven domestic and international equity strategies at Harris Investment Management in Chicago. Mr. Wimer has a BS in Computer & Electrical Engineering from Purdue University and an MBA from the Johnson School at Cornell University. Mr. Wimer is a CFA charter holder and a member of the CFA Society of Chicago and the Chicago Quantitative Alliance. | ||
| Yossi Lipsker, CFA | Portfolio Manager/Analyst | 2004 | 2006 |
| Biography | Yossi joined RHJ in October of 2008. Prior to joining the firm, he was a Managing Director and Portfolio Manager at Engemann Asset Management. Yossi received an M.B.A. from Columbia Business School. Additionally, Yossi holds a B.R.S. degree in religious studies from the Rabbinical College of America. He is a CFA Charterholder and is a member of the CFA Society of Los Angeles. | ||
Write your thoughts about Virtus Kar Mid-cap Growth Fund Class A
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review