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62.55
-0.37
-0.59%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.57B
Virtus Small-Cap Core I
62.55
-0.37
-0.59%
- Overview
- Profile
- Historical Data
- Holdings
Virtus Kar Small-cap Core Fund Class I Overview
On this page you'll find an in-depth profile of Virtus Kar Small-cap Core Fund Class I. Learn about the key management, total assets, investment strategy and contact information of PKSFX among other information.
Investment Strategy
The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
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 |
|---|---|---|---|
| Todd Beiley | Portfolio Manager | 2009 | Now |
| Biography | Todd Beiley, CFA is Head of Research, Portfolio Manager, and Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (insurance industry) & information technology sectors. As Head of Research, Mr. Beiley leads our research process and oversees the firm’s team of equity research analysts. Mr. Beiley began his equity research career in 1999. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an MBA from the University of Southern California. Mr. Beiley is a CFA charterholder. | ||
| Jon K Christensen | Portfolio Manager | 2008 | Now |
| Biography | Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder. | ||
| Robert A. Schwarzkopf | Portfolio Manager | 1996 | 2014 |
| Biography | Schwarzkopf is a portfolio manager with Kayne Anderson Investment Management, his employer since 1991. Before joining Kayne, he was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. Schwarzkopf has approximately 25 years of investment industry experience. Schwarzkopf holds the Chartered Financial Analyst designation. | ||
| Sandi L. Gleason | Portfolio Manager | 1998 | 2009 |
| Biography | Gleason is a portfolio manager with Kayne Anderson Investment Management, her employer since 1993. Prior to joining the firm, she was a senior consultant for Peterson Consulting. Gleason has over 11 years of investment industry experience. Gleason holds the Chartered Financial Analyst designation. | ||
| Craig Stone | Portfolio Manager | 2008 | 2008 |
| Biography | Craig Stone is Co-Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an MBA from the University of Southern California. | ||
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