About Us

Joseph H. Chi, CFA

Joseph H. Chi, CFA

Co-Head of Portfolio Management
Dimensional Fund Advisors

Joseph Chi is co-head of Portfolio Management, chairman of the Investment Committee, and a member of the Investment Policy Committee at Dimensional Fund Advisors, which serves as subadviser to the Virtus DFA Target Date Retirement Income Funds.

Together with Jed Fogdall, Mr. Chi oversees Dimensional's Global Portfolio Management team, including U.S. equity, non-U.S. equity, and fixed income strategies. He is involved in the design and marketing of new products and strategies, speaking frequently to current and prospective clients on many investment-related topics.

Prior to joining Dimensional in 2005 as a portfolio manager on the International Equity team, Mr. Chi was a securities and finance attorney specializing in venture capital, public offerings, and mergers and acquisitions.

Mr. Chi earned his M.B.A., with a concentration in finance, from the Anderson School of Management at the University of California, Los Angeles. While at Anderson, he received the J. Fred Weston Award for academic excellence in finance and was named a Harold M. Williams Fellow for overall academic achievement. He holds the Chartered Financial Analyst (CFA) designation. In addition, he earned a J.D. from the University of Southern California, and a B.S.,cum laude, in electrical engineering from UCLA. Mr. Chi began his career in the investment industry in 1999.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission and provides subadvisory services to Virtus Investment Partners for the Virtus DFA Target Date Retirement Income Funds.

Please carefully consider a Fund’s investment objectives, risks, charges, and expenses before investing. For this and other information about any Virtus mutual fund, call 1-800-243-4361 or visit Virtus.com for a prospectus and/or summary prospectus. Read it carefully before you invest or send money.

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