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Virtus Kar Capital Growth Fund Class A (PSTAX)
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Virtus Strategic Growth A
20.78
+0.07
+0.34%
- 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 | - | 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. | ||
| 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. | ||
| Douglas Foreman | CIO (Chief Investment Officer) | 2011 | 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. | ||
| 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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