Jon K. Christensen, CFA, Portfolio Manager, Kayne Anderson Rudnick
A summary of the Small Cap Core strategy's performance in the third quarter of 2016.
Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.
Rampart Investment Management Company, LLC
Trend-based investment strategies thrive on strong market leadership. Variability in market leadership is higher than it has been since 2000, which creates enormous challenges when attempting to identify and profit from trends.
Winning over time doesn’t mean winning all the time.
In Q3, global stock and bond markets steadily climbed “walls of worry.” We like higher asset prices, but market correlations have also increased sharply, making true diversification harder to achieve.
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.