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Virtus Newfleet Core Plus Bond Fund Class I (0P00002UUA)

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10.280 +0.020    +0.19%
27/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 371.55M
Virtus Newfleet Bond Fund Class I 10.280 +0.020 +0.19%

0P00002UUA Overview

 
On this page you'll find an in-depth profile of Virtus Newfleet Core Plus Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00002UUA among other information.
Category

Intermediate Core-Plus Bond

Total Assets

371.55M

Expenses

0.55%

Inception Date

Mar 07, 1996

Contact Information

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

Top Executives

Name Title Since Until
Stephen H. Hooker Director 2017 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.
David L. Albrycht President 2012 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.
Christopher J. Kelleher Senior Portfolio Manager 2012 2017
Biography Christopher Kelleher is a Managing Director and Senior Portfolio Manager at Newfleet Asset Management LLC. Mr. Kelleher has more than two dozens of investment experience in all bond market sectors, including both publicly traded and private placements. Prior to joining Newfleet in 2012, Mr. Kelleher had been retired from Goodwin Capital Advisers where he was senior managing director and senior portfolio manager from 1997 through January 2010. From 1983 through 1997, he was an investment officer with Phoenix Life Insurance Company.
Kaushik Saha Portfolio Manager 2008 2012
Biography Saha is portfolio manager at SCM Advisors focused primarily on mortgage and asset-backed securities. Prior to joining SCM Advisors in 2008, he was Portfolio manager and senior ABS analyst for Barclays Global Investors (2004-2008).
Robert L. Bishop CIO (Chief Investment Officer) 2004 2012
Biography Robert L. Bishop, CFA. Mr. Bishop is Chief Investment Officer—Core Plus Fixed Income Strategies (since 2008; previously Portfolio Manager (2005-2008)) at Newfleet Asset Management, LLC and also has portfolio management responsibility for investment grade corporate bonds and credit derivatives. Prior to joining Newfleet in 2002, he was responsible for restructuring corporate pension funds at Salomon Brothers; quantitative portfolio design at Goldman Sachs; and was a director in the credit sales area of Merrill Lynch.
Maxwell E. Bublitz CEO 2008 2011
Biography Bublitz serves as chief executive officer, president and portfolio manager with Conseco Capital Management, his employer since 1987. Bublitz is a Chartered Financial Analyst.
Al Alaimo Portfolio Manager 2005 2008
Biography Alaimo is portfolio manager and fixed income director of research at Seneca, his employer since 2001. Prior to joining the company, he worked as a managing director at Banc of America Securities LLC since 1996. Alaimo holds the Chartered Financial Analyst designation, and he is also a Certified Public Accountant.
Andrew S. Chow Portfolio Manager 2005 2008
Biography Chow's expertise in both quantitative financial analysis and credit research has supported him in multiple assignments throughout his career. He has traded futures contracts, global bonds, currencies and convertible bonds. He has managed mortgage-backed portfolios and equity derivatives funds at Conseco Capital Management. His most recent role, at ING Pilgrim, was a Portfolio Manager for a sizeable and highly ranked convertible bond fund, which used both investment grade and high yield securities.
Albert Gutierrez CIO (Chief Investment Officer) 2002 2008
Biography Prior to joining Seneca as Chief Investment Officer of Fixed Income Assets, Mr. Gutierrez headed portfolio management, trading and investment systems at American General Investment Management. He held a similar role at Conseco Capital for twelve years prior to that assignment. His portfolio management experience is broad, and includes total rate of return mandates in all fixed income sectors, collateralized debt obligations, and specialized and structured mandates.
Gail P. Seneca Partner, Founder, CIO 1996 2005
Biography Seneca is a partner, founder, and chief investment officer of Seneca Capital Management, LLC. Previously, she served as Senior Vice President of the Asset Management division at Wells Fargo Bank and as chief investment strategist and head of fixed-income investments at Chase Lincoln First Bank.
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