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Virtus Kar Capital Growth Fund Class A (PSTAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 641.68M
Virtus Strategic Growth A
23.78
+0.11
+0.46%
- Overview
- Profile
- Historical Data
- Holdings
PSTAX Overview
On this page you'll find an in-depth profile of Virtus Kar Capital Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PSTAX among other information.
Investment Strategy
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
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 | Portfolio Manager & Sr. Reseearch Analyst | 2023 | Now |
| Biography | Noran Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for large-cap portfolios in the consumer discretionary, information technology, and healthcare sectors. She began her career in equity research in 2012. Before joining Kayne Anderson Rudnick in 2018, Ms. Eid was an investment analyst with Sands Capital Management. Ms. Eid earned her B.S. in engineering from the American University in Cairo and her MBA from the Wharton School, University of Pennsylvania. | ||
| Chris Armbruster | Portfolio Manager + Senior Research Analyst | 2020 | Now |
| Biography | Chris Armbruster, CFA is a Portfolio Manager & Senior Research Analyst with primary research responsibilities for the mid and large-capitalization communications services, consumer discretionary, health-care, and information technology sectors. He began his equity research career in 2005. 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. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a CFA charterholder and is a member of the CFA Society of Los Angeles, Inc. | ||
| Douglas Foreman | Director | 2011 | 2024 |
| Biography | Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder. | ||
| Gregory Toppe | Portfolio Manager and Senior Research Analyst | 2011 | 2015 |
| Biography | Gregory Toppe, CFA. Mr. Toppe is a Portfolio Manager and Senior Research Analyst at Kayne, with primary research responsibilities for the small and mid-capitalization materials and processing, producer durables, and technology sectors. Before joining Kayne in 2008, he was an equity analyst at Mt. Eden Investment Advisors (2006 to 2008). Prior to that, he was a research analyst and portfolio specialist at Fisher Investments (2000 to 2004) and earned an MBA from the University of Wisconsin (2004 to 2006). | ||
| Doug S. Couden | Director of Equities | 2005 | 2011 |
| Biography | Doug Couden is the Chief Investment Officer (CIO) of BakerAvenue Asset Management. Doug is responsible for managing the portfolio team, leading the firm’s investment and research process and overall performance of the strategies. Previously Doug worked as the Director of Equities at Newfleet Asset Management LLC and Seneca Capital Management LLC in San Francisco. Before moving to San Francisco, Doug worked at PaineWebber and UBS in New York. Doug graduated from SMU with a B.A. in Finance. He is a CFA charterholder and a member of the CFA Society of San Francisco. | ||
| Fran Gillin Cooley | Portfolio Manager | 2005 | 2008 |
| Biography | Cooley is a portfolio manager and equity analyst at Seneca, her employer since 1995. Prior to joining the company, she served in private placements at a San Francisco merchant bank. Prior to joining Seneca in 1995, Cooley served in private placements at a San Francisco merchant bank. She has 13 years of investment experience. | ||
| Management Team | - | 1998 | 2004 |
| Biography | Team Managed | ||
| William J. Newman | chief investment strategist and Portfolio Manager | 1995 | 1998 |
| Biography | Newman is chief investment strategist and portfolio manager with Phoenix Investments, his employer since 1995. Previously, he was chief strategist and senior equity manager with Kidder Peabody. Prior to Kidder Peabody, Newman was with Bankers Trust, McKay-Shields, and First Empire State Corp. | ||
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