Virtus Investment Partners

Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.

Earnings data Q1 2021

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Virtus Investment Partners reports mixed Q4 performance, eyes global expansion

Virtus Investment Partners showed mixed performance with AUM growth despite net outflows and a decline in operating income.
Strong investment performance and capital management highlight key strengths, while challenges in profitability and operational efficiency persist.
Opportunities lie in strategic partnerships, growth strategies, and global expansion efforts for future success.

Virtus Investment Partners reports strong Q1 performance and growth opportunities

Virtus Investment Partners delivered a solid performance in Q1 2023 with improved fund flows, strong investment performance, and a well-positioned balance sheet.
While facing challenges such as net outflows and lower institutional sales, the company's strengths in diversified AUM and fee stability position it well for growth.
Opportunities lie in leveraging positive net flows, enhancing client retention strategies, and exploring revenue-generating avenues for sustained success.

Virtus Investment Partners reports robust Q2 earnings and growth strategies

Virtus Investment Partners delivered a strong performance in Q2 2023, marked by significant growth in assets under management, sales, and operating margin. The company's focus on capital management, growth initiatives, and shareholder value creation underscores its commitment to long-term success. While facing challenges in fee rates and market dynamics, Virtus is well-positioned to seize opportunities for expansion and innovation.

Virtus Investment Partners reports improved earnings, focuses on international expansion

Virtus Investment Partners delivered a solid performance in Q3 2023, with improved operating margin and earnings per share. While facing challenges in institutional fund outflows, the company is leveraging strengths in retail sales and strategic investments to drive growth. Opportunities lie in international expansion and the growth of the ETF platform.

Virtus Investment Partners reports stable Q4 performance amidst growth focus

Virtus Investment Partners showed resilience in managing assets and sales growth despite challenges in outflows and fee reduction.
Efficient cost control and debt management position the company well for future stability and growth opportunities.
Strategies to address institutional outflows and enhance fee generation can further strengthen financial performance.
Overall, Virtus remains focused on expanding its market presence and optimizing operational efficiency for sustained success.

Virtus Investment Partners excels in Q1 2024, eyes strategic growth

Virtus Investment Partners delivered a robust performance in Q1 2024, marked by significant growth in assets under management, sales, and earnings per share, supported by positive net flows and operational improvements.
The company's strong reputation, diversified product offerings, and strategic financial management underscore its resilience and potential for future growth, despite facing challenges related to outflows and strategic decision-making.
With a focus on enhancing shareholder value and exploring growth opportunities, Virtus is well-positioned to navigate challenges, capitalize on opportunities, and drive sustainable long-term success in the competitive asset management industry.

Virtus Investment Partners reports resilient Q2 performance amid market challenges

Virtus Investment Partners demonstrated resilience and growth in key segments despite challenges in net outflows and market performance.
Strategic actions to maintain capital flexibility and enhance shareholder value underscore the company's commitment to sustainable growth.
Addressing market dynamics, exploring M&A opportunities, and refining pricing strategies can position Virtus for future success and market leadership.

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Virtus Investment (VRTS) reports a marginal decline in AUM for May, majorly attributable to a fall in open-end & closed-end funds.

Virtus Investment (VRTS) Rises 2.3% Despite a Fall in May AUM

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $160.9 billion as of May 31, 2023. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: May 31, 2023   April 30, 2023 Open-End Funds (1) $ 55,038   $ 56,187 Closed-End Funds   9,965     10,399 Retail.

Virtus Investment Partners Reports Preliminary May 31, 2023 Assets Under Management

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, today announced that Joseph E. Maccone has rejoined the company in a new role as senior managing director and head of strategic distribution and Thomas Franco has been promoted to senior managing director and head of retail sales. They both report to Barry Mandinach, executive vice present and head of distribution. Maccone will be responsible for leading.

Virtus Investment Partners Announces Retail Distribution Leadership Roles

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners (NASDAQ: VRTS), which operates a multi-boutique asset management business, announced today that President and Chief Executive Officer George R. Aylward will participate in an analyst-led “fireside chat” at the Morgan Stanley U.S. Financials, Payments & CRE Conference in New York City on Monday, June 12, at 1:00 p.m. (Eastern). A live webcast of the discussion will be available through the Investor Relations section of the Virtus w.

Virtus Investment Partners to Participate in Morgan Stanley Financials Conference

Virtus Investment (VRTS) April AUM increases on account of favorable market returns.

Virtus Investment (VRTS) Stock Up 2.2% on Rise in April AUM

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $162.2 billion as of April 30, 2023. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: April 30, 2023 (1)   March 31, 2023 Open-End Funds (2) $ 56,187   $ 53,865 Closed-End Funds   10,399     10,35.

Virtus Investment Partners Reports Preliminary April 30, 2023 Assets Under Management

Virtus Investment Partners, Inc. (NASDAQ:VRTS ) Q1 2023 Earnings Conference Call April 28, 2023 10:00 AM ET Company Participants Sean Rourke - IR George Aylward - President and CEO Mike Angerthal - CFO Conference Call Participants Sumeet Mody - Piper Sandler Michael Cyprys - Morgan Stanley Operator Good morning, my name is Michelle and I will be your conference operator today. I would like to welcome everyone to the Virtus Investment Partners Quarterly Conference Call.

Virtus Investment Partners, Inc. (VRTS) Q1 2023 Earnings Call Transcript

Virtus Investment Partners (VRTS) came out with quarterly earnings of $4.20 per share, beating the Zacks Consensus Estimate of $3.82 per share. This compares to earnings of $7.87 per share a year ago.

Virtus Investment Partners (VRTS) Tops Q1 Earnings and Revenue Estimates

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported financial results for the three months ended March 31, 2023. Financial Highlights (Unaudited) (in millions, except per share data or as noted)   Three Months Ended       Three Months Ended       3/31/2023   3/31/2022   Change   12/31/2022   Change U.S. GAAP Financial Measures                   Revenues $ 197.9     $ 252.4     (22 %)   $ 198.4     — % Operating expenses $ 169.3     $ 186.9     (9 %).

Virtus Investment Partners Announces Financial Results for First Quarter 2023

Virtus (VRTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Virtus Investment Partners (VRTS) Q1 Earnings Expected to Decline

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the first quarter of 2023 before the market opens on Friday, April 28, 2023. George R. Aylward, president and chief executive officer, and Michael A.

Virtus Investment Partners to Announce First Quarter 2023 Results on Friday, April 28

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $154.8 billion as of March 31, 2023. The increase from December 31, 2022 primarily reflected market appreciation and net inflows in retail separate accounts, partially offset by net outflows in open-end funds and institutional accounts. In addition, the company provided services to $2.

Virtus Investment Partners Reports Preliminary March 31, 2023 Assets Under Management

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, completed its previously announced acquisition of AlphaSimplex, LLC, a leading manager of quantitative alternative investment solutions with $8.3 billion1 of assets under management.

Virtus Investment Partners Closes on Acquisition of AlphaSimplex

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $154.3 billion as of February 28, 2023. In addition, the company provided services to $2.5 billion of other fee-earning assets, which are not included in assets under management.

Virtus Investment Partners Reports Preliminary February 28, 2023 Assets Under Management

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $157.8 billion as of January 31, 2023. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management.

Virtus Investment Partners Reports Preliminary January 31, 2023 Assets Under Management

Virtus Total Return Fund

HARTFORD, Conn. , Feb. 3, 2023 /PRNewswire/ -- Virtus Total Return Fund Inc. (NYSE: ZTR) previously announced, on November 17, 2022, the following monthly distribution:   Amount of Distribution Ex-Date Record Date Payable Date $0.08 February 10, 2023 February 13, 2023 February 24, 2023 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital gains, or a combination thereof.

Virtus Total Return Fund Inc. Discloses Sources of Distribution - Section 19(a) Notice

Virtus Investment Partners, Inc. (NASDAQ:VRTS ) Q4 2022 Earnings Conference Call February 3, 2023 10:00 AM ET Company Participants Sean Rourke - IR George Aylward - President and CEO Mike Angerthal - CFO Conference Call Participants Sumeet Mody - Piper Sandler Michael Cyprys - Morgan Stanley Operator Good morning. My name is Michelle, and I will be your conference operator today.

Virtus Investment Partners, Inc. (VRTS) Q4 2022 Earnings Call Transcript

Virtus (VRTS) delivered earnings and revenue surprises of 5.94% and 0.04%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Virtus Investment Partners (VRTS) Tops Q4 Earnings and Revenue Estimates

HARTFORD, Conn.--( BUSINESS WIRE )--Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported financial results for the three months ended December 31, 2022.

Virtus Investment Partners Announces Financial Results for Fourth Quarter 2022

Continued strong headwinds will drive investors and savers away from financial markets, resulting in reduced demand for wealth management services and increased risk of asset impairment. Under such conditions, Virtus Investment Partners, Inc. is unlikely to post better financial results than the first three quarters of 2022, which were not positive at all.

Virtus Investment Partners: More Downside Risk Ahead

Conference Call at 10:00 a.m. Eastern HARTFORD, Conn.

Virtus Investment Partners to Announce Fourth Quarter 2022 Results on Friday, February 3

HARTFORD, Conn. , Jan. 11, 2023 /PRNewswire/ -- Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $149.4 billion as of December 31, 2022.

Virtus Investment Partners Reports Preliminary December 31, 2022 Assets Under Management

Virtus Stone Harbor Emerging Markets High Yield Bond ETF

VEMY, first ETF from Stone Harbor, invests in high yield sovereign and corporate debt sectors HARTFORD, Conn. , Dec. 19, 2022 /PRNewswire/ -- Stone Harbor Investment Partners, an affiliated manager of Virtus Investment Partners, Inc. (NASDAQ: VRTS) and Virtus ETF Solutions  have introduced the Virtus Stone Harbor Emerging Markets High Yield Bond ETF (NYSE: VEMY), the first actively managed ETF focused on emerging markets high yield debt.

Stone Harbor Investment Partners Introduces Actively Managed Emerging Market High Yield Debt ETF

HARTFORD, Conn. , Dec. 12, 2022 /PRNewswire/ -- Virtus Investment Partners, Inc. (NASDAQ: VRTS) today reported preliminary assets under management of $157.2 billion as of November 30, 2022.

Virtus Investment Partners Reports Preliminary November 30, 2022 Assets Under Management

Virtus Investment (VRTS) records an AUM balance of $149.5 billion for the end of October 2022, which represents a rise of 3.1% from the end of the previous month.

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