A Global Quest for the Best Businesses [Ticker.com Q&A]
Businesses that create lasting investment returns are most typically growth-oriented, durable, and less cyclical. In an interview with Ticker.com, Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, Inc. and portfolio manager of the Virtus Vontobel Global Opportunities Fund, discusses why owning a concentrated portfolio of growth-oriented, durable, and less cyclical businesses is the best way to preserve and compound capital over time.
Read the interview to learn:
- What makes the fund different from its peers
- How the fund has evolved over the years
- Vontobel’s extensive research approach
- Portfolio construction and areas of concentration
- How Vontobel defines and manages risk
IMPORTANT RISK CONSIDERATIONS
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk. Industry/Sector Concentration: A fund that focuses its investments in a particular industry or sector will be more sensitive to conditions that affect that industry or sector than a non-concentrated fund. Geographic Concentration: A fund that focuses its investments in a particular geographic location will be highly sensitive to financial, economic, political, and other developments affecting the fiscal stability of that location. Prospectus: For additional information on risks, please see the fund's prospectus.
Please carefully consider a Fund’s investment objectives, risks, charges, and expenses before investing. For this and other information about any Virtus mutual fund, contact your financial representative, call 1-800-243-4361, or visit Virtus.com for a prospectus or summary prospectus. Read it carefully before investing.