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Virtus Newfleet Short Duration High Income Fund Class C (ASHCX)

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13.87 -0.01    -0.07%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 45.29M
AllianzGI Short Duration High Inc C 13.87 -0.01 -0.07%

ASHCX Overview

 
On this page you'll find an in-depth profile of Virtus Newfleet Short Duration High Income Fund Class C. Learn about the key management, total assets, investment strategy and contact information of ASHCX among other information.
Category

High Yield Bond

Total Assets

45.29M

Expenses

1.11%

Inception Date

40819

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Francesco Ossino Senior Managing Director 2022 Now
Biography Mr. Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet. Before joining Newfleet in 2012, Mr. Ossino worked at Hartford Investment Management as a bank loan portfolio manager from 2004 to 2012, primarily focused on mutual fund portfolios and a commingled bank loan portfolio for institutional investors. He began his investment career in 1996. He received a BS in economics from Brandeis University and an MS in international economics and finance from Brandeis University and Luigi Bocconi University in Italy.
Kyle A. Jennings Portfolio Manager 2022 Now
Biography Kyle A. Jennings, CFA. Mr. Jennings is Portfolio Manager – Bank Loan Sector of Newfleet (since June 2011). Mr. Jennings is Senior Managing Director and Head of Credit Research (since 2011). Until June 2011, he was Managing Director (2008 to 2011) and 2nd Vice President (2005 to 2008) of Goodwin. Previously, he was associated with VIA, at which time it was an affiliate of Goodwin, and was a member of the corporate research team since 1998. Mr. Jennings is the sector manager for the leveraged loan sector and assists in formulation of the leveraged loan finance strategy for the retail multi-sector funds.He has over 20 years of investment experience.
Eric Hess - 2022 Now
Biography Eric Hess, CFA, is a senior managing director, portfolio manager and high yield sector co-head at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”). He is also responsible for credit research of the energy sector. In addition, Mr. Hess is portfolio manager of the Newfleet High Yield and Short Duration High Income strategies. Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies. Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 2006.
William Eastwood - 2022 Now
Biography William Eastwood, CFA, is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”), with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield and Short Duration High Income strategies. Prior to joining Newfleet in 2011, Mr. Eastwood served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel. Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 1995.
David L. Albrycht President 2022 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.
Justin M. Kass Portfolio Manager 2022 2022
Biography Mr. Kass is a portfolio manager, a managing director, CIO and co-head US Income and Growth Strategies with Allianz Global Investors, which he joined in 2000. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income & Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients, Mr. Kass is responsible for managing multiple closed-end and open-end mutual funds. Previous to joining the firm, Mr. Kass interned on the Income and Growth Strategies team, adding significant depth to its proprietary Upgrade Alert Model. He has 24 years of investment industry experience. Mr. Kass has a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a CFA charterholder.
James Dudnick Portfolio Manager 2014 2022
Biography James Dudnick, CFA Director, Portfolio Manager Mr. Dudnick is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. He has portfolio-management and research responsibilities for the AllianzGI Short Duration High Income team. Mr. Dudnick was previously a financial advisor at Merrill Lynch, working with both individual and institutional clients. Before that, he worked at Goldman Sachs as a financial analyst in the investment-management division, where he conducted research and executed trades. Mr. Dudnick has a B.B.A. with high distinction in business administration from the University of Michigan Business School. He is a CFA charterholder.
Steven Gish Portfolio Manager 2014 2022
Biography Steven Gish, CFA Director, Portfolio Manager Mr. Gish is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. He has portfolio-management and research responsibilities on the AllianzGI Short Duration High Income team. Mr. Gish was previously a senior research analyst with Roth Capital Partners; before that, he worked in credit at a division of Deutsche Bank Group. Mr. Gish has a B.A. from the University of New Mexico and a M.B.A. from the University of Colorado. He is a CFA charterholder.
Douglas G. Forsyth Portfolio Manager 2013 2022
Biography Mr. Forsyth is a portfolio manager, a managing director and CIO US Income and Growth Strategies with Allianz Global Investors, which he joined in 1994. He is the head of the firm’s Income and Growth Strategies team. Mr. Forsyth has portfolio management, trading and research responsibilities, and oversees all aspects of the Income and Growth platform’s business, including product development and implementation. He has been the lead portfolio manager for the firm’s US High Yield Bond strategy since its inception in 1994 and assumed lead portfolio management responsibility for the firm’s US Convertible strategy in 1998. Mr. Forsyth has been managing CLO portfolios since 2006 and has been the lead portfolio manager on the Income and Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients worldwide, Mr. Forsyth supervises multiple open-end and closed-end mutual funds and provides oversight for the US Short Duration High Income strategy. He was previously an analyst at AEGON USA. He has a B.B.A. from The University of Iowa. Mr. Forsyth is a CFA charterholder.
Eric K. Scholl Managing Director 2011 2014
Biography Mr. Scholl has worked in the high yield bond market since 1980 and has experience on both the buy and sell sides including underwriting, sales, trading, research, and portfolio management. This broad experience adds a unique perspective to Caywood-Scholl’s investment team. Prior to joining the firm, he was a Senior Vice President in the high yield bond department of Donaldson, Lufkin & Jenrette. He then served as Managing Director for high yield securities L.F. Rothschild & Co.
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