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Virtus Tactical Allocation Fund Class A (NAINX)

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11.31 0.00    0%
21/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Virtus
资产类别:  股票
  • 晨星评级:
  • 总资产: 615.11M
Virtus Tactical Allocation A 11.31 0.00 0%

NAINX概述

 
本页面提供Virtus Tactical Allocation Fund Class A的详细介绍,帮助您了解NAINX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--50% to 70% Equity

总资产

615.11M

费用

0.99%

开始日期

14860

联络信息

地址 Greenfield, MA, 01301
Greenfield,MA 01301
United States
电话 +1 8002431574

高管

名称 标题 任期
Noran Eid - 2023 now
背景介紹 Noran Eid. Ms. Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for mid-cap growth and large-cap portfolios in the consumer discretionary, information technology, and health care sectors. Before joining KAR in May 2018, Ms. Eid was an investment analyst with Sands Capital Management from (2013 to 2017). She has approximately 11 years of equity research experience.
Stephen H. Hooker Director 2020 now
背景介紹 Stephen H. Hooker, CFA is the Director of Foreign Research, sector manager for emerging markets debt and a member of the corporate credit research group at Newfleet (since 2011). He is responsible for the paper and packaging and chemicals industry sectors, and the Eastern Europe, Middle East, and Africa sovereign credit sector. From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Goodwin for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. Mr. Hooker earned a B.A. in psychology from Trinity College. He has held the Chartered Financial Analyst designation since 1999. He began his career in the investment industry in 1993.
Chris Armbruster Portfolio Manager + Senior Research Analyst 2020 now
背景介紹 Mr. Armbruster is a Portfolio Manager and Research Analyst at KAR with primary research responsibilities for the large-capitalization consumer discretionary, health care, and information technology sectors. 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.
Craig S. Thrasher Portfolio Manager 2019 now
背景介紹 Before joining Kayne Anderson Rudnick in 2008, Mr. Thrasher worked at Kirr, Marbach & Company as an Equity Analyst and at Wedbush Morgan Securities in correspondent credit. He has approximately 18 years of equity research experience. Mr. Thrasher earned a B.S. in Business and Public Administration, concentration in Finance, from the University of Arizona, and an M.B.A. from the University of Chicago, Graduate School of Business. Mr. Thrasher is a Chartered Financial Analyst charterholder.
Hyung Kim Portfolio Manager & Senior Research Analyst 2019 now
背景介紹 Hyung Kim is a Portfolio Manager and Senior Research Analyst with approximately 16 years of research experience. Before joining KAR in 2017, Mr. Kim worked as an International Equity Analyst for Advisory Research Inc. for seven years and as a Portfolio Manager on their Global Value strategy. Prior to joining Advisory Research, Mr. Kim worked as a research analyst at Coghill Capital Management and in corporate banking at HSBC and Woori Bank in Seoul, Korea. He earned an M.B.A. from the University of Chicago Booth School of Business. He is fluent in Korean and German.
Douglas Foreman CIO (Chief Investment Officer) 2016 now
背景介紹 Doug Foreman, CFA , is CIO since 2014, playing a leadership role in Kayne’s equity investment operations. Before joining Kayne in 2011, he was director of equities at HighMark Capital Management (2009 to 2011). Prior to HighMark, Mr. Foreman was retired for two years (2007 to 2008) and was group managing director and chief investment officer of U.S. equities at Trust Company of the West (TCW)(1994 – 2006). He earned a B.S. in marine engineering from The U.S. Naval Academy and an M.B.A. with a concentration in finance from Harvard University. Mr. Foreman is a CFA holder.
David L. Albrycht President 2011 now
背景介紹 David L. Albrycht, CFA, President and Chief Investment Officer, has served as portfolio manager since 2018 and joined Newfleet in 2011. Mr. Albrycht was Executive Managing Director and Senior Portfolio Manager with Goodwin Capital Advisers, a former Virtus investment management subsidiary. Mr. Albrycht joined the Goodwin multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.
Frederick A. Brimberg Senior Managing Director 2012 2019
背景介紹 Mr. Brimberg is Senior Managing Director and International Equity Portfolio Manager at Duff & Phelps (since August 2016). Prior to joining an affiliate of Virtus in 2012, he was senior vice president and international portfolio manager at Avatar Associates (2006 to 2012), where he started the international strategy in 2006. Earlier, he was vice president and portfolio manager at ING Investment Management and its predecessor Lexington Management, with a focus on global equity investing. Mr. Brimberg’s career spans 30-plus years in investment management, trading, and capital markets, with positions at Brimberg & Co., and Lehman Brothers. Mr. Brimberg earned a B.A. in psychology from Washington & Lee University and an M.B.A. in finance from New York University. He is a member of the New York Society of Security Analysts and sits on the Bank of New York ADR committee.
David Dickerson Managing Director 2009 2016
背景介紹 David Dickerson is a Managing Director of Euclid Advisors LLC and a Senior Vice President of Zweig Advisers, LLC ("ZA"). From July 2002 until April 2003, Mr. Dickerson was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. Previously, he was co-portfolio manager for a number of the former Zweig mutual funds. Mr. Dickerson began his investment career with Zweig in 1993. Mr. Dickerson received a B.A. in psychology from Harvard University and a M.B.A. in finance and economics from the Stern School of Business, New York University.
Carlton Neel Senior Managing Director 2009 2016
背景介紹 Carlton Neel is a Senior Managing Director and Portfolio Manager of Euclid (since September 2011) and a Senior Vice President of Zweig Advisers, LLC ("ZA"). For the period from July 2002 until April 2003, Mr. Neel was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. Previously, he was senior portfolio manager for a number of the former Zweig mutual funds. Before joining Zweig in 1995, Mr. Neel was a vice president with J.P. Morgan & Company, Inc. He received a dual B.A. in economics and political science from Brown University.
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