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Home / Market Insights / Featured in Barron’s: Finding Stocks Ready to Take Flight


The Virtus Ceredex Mid-Cap Value Equity Fund invests in stocks of dividend-paying U.S. mid-cap companies that are believed to be undervalued. As portfolio manager Don Wordell explains in Barron’s, “It’s dividends, valuations, and fundamentals. … All three of those have to come together for a stock to be eligible to be purchased, and if any one of those three criteria is violated, the stock is sold.” In addition to discussing Ceredex Value Advisors’ investment approach, he talks about a few of the top holdings in the portfolio.

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Don Wordell photograph by Kayla Mendez