Diversification's Rough Edge

1000 Words
Diversification is the bedrock to any well-managed portfolio. But it has a downside: true diversification means that some of your investments are lagging.

Small-Cap Market Review & Outlook with KAR CIO Doug Foreman [Podcast]

Kayne Anderson Rudnick
Doug Foreman, CIO of Kayne Anderson Rudnick, discusses the performance of U.S. and foreign small-cap stocks in 2016 and the outlook for 2017.

Newfleet Fixed Income Market Review & Outlook with CIO Dave Albrycht [Podcast]

Newfleet CIO Dave Albrycht discusses the performance of fixed income markets in 2016 and areas of opportunity for 2017.

Q4 Review: Small Cap Core Portfolio [Podcast]

Jon K. Christensen, CFA, Portfolio Manager, Kayne Anderson Rudnick
A summary of the Small Cap Core strategy's performance in the fourth quarter of 2016.

[Video] 2017 Fixed Income Strategies, Newfleet CIO on CNBC

Newfleet CIO David Albrycht discusses fixed income investing strategies for 2017 on CNBC’s “Halftime Report.” Recorded January 30, 2017.

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.