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Zevenbergen Portfolio Managers: Focus on Virtus Zevenbergen Innovative Growth Stock Fund

Joe Dennison

Joseph Dennison, CFA
Portfolio Manager
Zevenbergen Capital Investments LLC

Anthony Zackery

Anthony Zackery, CFA
Portfolio Manager
Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments’ Joseph Dennison and Anthony Zackery, portfolio managers of the Virtus Zevenbergen Innovative Growth Stock Fund, discuss the high-conviction portfolio’s long-term strategy of investing in innovative high-growth companies and how the rapid adoption of technology trends during the COVID-19 pandemic has benefited performance. Moderated by Joe Terranova, Chief Market Strategist, Virtus Investment Partners. Recorded August 12, 2020.

Among the topics they discuss:
• How technology trends ZCI identified 3-5 years ago have taken on new life during the pandemic
• Businesses in the portfolio that have benefited from accelerated growth—and the outlook for continued growth
• ZCI’s venture capitalist-like approach to searching for innovative growth opportunities, and their preference to partner with founder-led companies

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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 Investing: Investing internationally 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. Limited Number of Investments: Because the fund has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a less concentrated fund. Market Volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issue, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the fund’s assets as intended. Prospectus: For additional information on risks, please see the fund’s prospectus.

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