Insights

Research at Work [Paper & Video]

03/10/2017

Many asset managers follow a high quality growth style, but what sets Vontobel Asset Management apart? Vontobel has spent decades building its team and distinct investment approach. In this in-depth paper "Research at Work" and the related video below, Vontobel’s Director of Research Igor Krutov fields questions about the firm's philosophy and mechanics behind Vontobel's high quality process. This process is employed by the Virtus Emerging Markets Opportunities, Foreign Opportunities, Global Opportunities, and Greater European Opportunities Funds.

Key Takeaways

  • How the team generates investment ideas
  • The critical factors they use to determine the sustainability of a company’s performance
  • Who ultimately selects stocks for the portfolios
  • Why they invest without regard for benchmark weights
  • How they value a company and size positions

Watch Video  

Past performance is not a guarantee of future results.

Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.