Virtus Investment Partners Adds Systematic and Multi-Asset Portfolio Management Capabilities

Virtus Investment Partners, Inc., which operates a multi-manager asset management business, has expanded its investment capabilities to include systematic quantitative investing and multi-asset allocation with the addition of two experienced portfolio management teams within Virtus Investment Advisers.

Virtus Systematic uses a state-of-the-art technology platform that is powered by artificial intelligence and natural language processing. The team’s process incorporates a proprietary investment-return forecasting model that combines behavioral factors with intrinsic and valuation factors. Kunal Ghosh, chief investment officer and senior managing director, leads the team, working with three other experienced investment professionals, Lu Yu, managing director and lead portfolio manager, Jie Wei, director and senior portfolio manager, and Yang Zhang, assistant director and data scientist.

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Virtus Multi-Asset assesses changing market, macroeconomic, and other factors to dynamically allocate across asset classes while incorporating environmental, social and governance factors into their investment process. The team consists of three experienced investment professionals, Paul Pietranico, CFA, chief investment officer and senior managing director, Heather Bergman, Ph.D., managing director and senior portfolio manager, and Michael Rothstein, director and portfolio manager.

“The Systematic and Multi-Asset teams further expand our investment capabilities, allowing us to continue to deliver individual and comprehensive investment solutions for our clients,” said George R. Aylward, president and chief executive officer of Virtus. “The Systematic team’s use of a quantitative, AI-based process to generate alpha, and the Multi-Asset team’s specialization in asset allocation strategies that provide differentiated investment solutions, have proven to be distinguishing factors for their clients. We look forward to making these investment strategies available for institutional and individual investors and broadening their strategies into other asset classes and investment vehicles.”

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Virtus Systematic manages U.S. and non-US investment strategies across the market cap spectrum for institutional and retail clients. These strategies are available to clients in multiple investment vehicles including individually managed accounts as well as the Virtus Emerging Markets Opportunities Fund, Virtus Small-Cap Fund, and Virtus International Small-Cap Fund.

Pietranico and Bergman of Virtus Multi-Asset are portfolio managers of Virtus Global Allocation Fund, which they have managed since 2009 and 2017, respectively, with a previous subadviser, and the team provides asset allocation recommendations for the CollegeAccess 529 Plan. Ghosh is also a portfolio manager of the equity sleeve of the Global Allocation Fund.

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