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VRTS · Financial Services · Asset Management · Market cap $1.11B

1 fund in our archive has pitched Virtus — most recently Gator in March 2025.

Company profile

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q1 2025 and Q1 2026, 1 fund letter reported a position in Virtus1 trimmed or exited.

Fund letters reporting a position in Virtus, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261010
Q1 20250001

Fund activity · 1 position · 1 move

  • We sold Virtus Investment Partners, Crown Holdings, Inc., The Middleby Corporation, The Timken Company, and Sealed Air Corporation to reallocate capital into more discounted businesses. They were all good investments for us.
    Virtus

Fund coverage · 1 thesis

  • Gator
    March 2025

    With strong cash flow, low valuation, and strategic M&A potential, Virtus offers a compelling mix of upside and resilience—if management can overcome near-term asset flow challenges.

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