Virtus Systematic

Kunal Ghosh is a senior managing director and chief investment officer of the Virtus Systematic team of Virtus Investment Advisers, Inc.

Prior to joining Virtus in 2022, Mr. Ghosh was a managing director and senior portfolio manager with Allianz Global Investors, which he joined in 2006. Previously, he was a research associate and portfolio manager for Barclays Global Investors, where he built and implemented models for portfolio management, and a quantitative analyst for Cayuga Hedge Fund.

Mr. Ghosh earned a B.Tech. from the Indian Institute of Technology, an M.S. in material engineering from the University of British Columbia, and an M.B.A. from Cornell University. He began his career in the investment industry in 2003.

Lu Yu is a managing director and lead portfolio manager with the Virtus Systematic team of Virtus Investment Advisers, Inc.

Prior to joining Virtus in 2022, Ms. Lu was a managing director and portfolio manager with Allianz Global Investors, which she joined in 2003. Previously, Ms. Yu was a risk analyst for Provident Advisors LLC.

Ms. Yu earned a B.S. from Nanjing University, China, and an M.S. from the University of Southern California and the National University of Singapore. She holds the chartered Financial Analyst® (CFA®) and CIPM designations, and was formerly president of the CFA Society San Diego. She began her career in the investment industry in 2002.

Jie Wei, CFA, is a director and senior portfolio manager with the Virtus Systematic team of Virtus Investment Advisers, Inc.

Prior to joining Virtus in 2022, Mr. Wei was a portfolio manager and director at Allianz Global Investors, which he joined in 2008. Previously, Mr. Wei was a quantitative strategist at GMN (GSA) Capital, where he built data systems for research, alpha generation, and performance analysis. Mr. Wei began his investment career in 2005 as an intern with the fixed income research group at Barclays Global Investors, where he developed multi-factor risk models for U.S. Treasury and Agency bonds.

Mr. Wei holds a B.S. from Wuhan University, China, an M.S. from the National University of Singapore, and an MFE from the University of California, Berkeley. Mr. Wei is a Chartered Financial Analyst® (CFA®) charterholder.