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Virtus Tactical Allocation Fund Class A (NAINX)
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Virtus Tactical Allocation A
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- Overview
- Profile
- Historical Data
- Holdings
NAINX Overview
On this page you'll find an in-depth profile of Virtus Tactical Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of NAINX among other information.
Investment Strategy
The investment seeks capital appreciation and income. The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply: 25% to 60% invested in U.S. equity securities, 5% to 30% invested in non-U.S. equity securities and 35% to 60% invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested in all sectors of fixed income securities, including high-yield, bank loans, mortgage-backed and asset-backed, government, corporate, and municipal debt obligations.
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 | - | 2023 | Now |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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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